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Bulk Outreach

Here is where you can perform bulk outreach.


TABLE OF CONTENTS

Bulk Outreach Page Overview

  1. New Bulk Action: This is where you create a bulk outreach request
  2. Pending Actions: This is where your pending bulk outreach request reside until completion
  3. Archive: This is where your completed bulk outreach resides

 

Fax

Fax Via Chase ID List

  1. Select Action Type: Fax
  2. Enter who is sending fax
  3. Enter the return fax number
  4. For Chase ID list, select Yes
  5. Enter Chase ID list
  6. Click Validate
  7. If there are errors, click Download Error Report for details
  8. Select Cover Letter Template
  9. Click Submit Fax Request



 

Fax Via Filter Criteria

  1. Select Action Type: Fax
  2. Enter who is sending fax
  3. Enter the return fax number
  4. For Chase ID list, select No
  5. Click Select Fax Criteria
  6. Select at least 1 Project and 1 Status
  7. Click Apply
  8. Click Run Query
  9. Select Cover Letter Template
  10. Click Submit Fax Request





 

 

User Permissions
 
Administrator

Lead: Clinical Lead, Retrieval Lead

 

 


 

 

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