You can send a message to a specific user through two dashboards in the Provider Administrator portal:
- Enrolled Users
- User Messages
- Choose one or more channels (Message center, push notification, email) to send the message through.
- Set a date/time to deliver the message.
- Set a date/time the message will be deleted from the message center within the Policyholder portal.
- Go to the Enrolled Users dashboard.
- Scroll to a specific user row.
- Select More under Actions column.
- Select Send Message to User on the dropdown list. You will be redirected to the Send A Message screen.
- Type a title in the Message Title box.
- Type your message in the Message Details box.
- Under Choose the channels to deliver this message: Select one or more of the following options:
- Message center: Send the message to the Policyholder portal.
- Push: Send a notification to the enrolled user’s phone.
- Email: Send the message via email.
Note: For push notifications to work, the enrolled user has to turn on notifications on their phone.
- Select the Send at a specific date/time checkbox to choose a future date and time when the message should be delivered. This is optional. To schedule a specific date/time delivery:
- In the Choose the future date and time when the message should be delivered: box, select a date on the date picker calendar.
- Select a delivery time on top of the date picker calendar.
- Select OK, press Enter/Return, or select outside of the date picker calendar to commit your selection and close the picker.
- Select Dismiss date/time to choose the date and time when the message will automatically be dismissed from the Message Center. This is optional. To schedule a dismiss date/time:
- In the Choose the date and time when the message will automatically be dismissed from the Message Center: box, select a date on the date picker calendar.
- Select a delivery time on top of the date picker calendar.
- Select OK, press Enter/Return, or select outside of the date picker calendar to commit your selection and close the picker.
- Select Send.
- On the Message to a User dialog box, select Send again to confirm.
- A confirmation dialog box will appear, stating Success The message(s) will be delivered soon.
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Note: Messages will be sent during the next processing window, which may not align exactly with the time selected.