Custom questions are available at additional cost and may be purchased directly through the Management Portal. Up to 8 custom questions can be added to each of your v3 HRAs and will appear at the end of the assessment, just before the Contact Form.
Read MoreSupport Topic: Management Portal
PGP Encryption for SFTP CSV Files
In order to provide best-in-class data security for our clients and the patients they serve, Medicom Health offers PGP encryption for SFTP CSV files for all of our clients. This gives our clients the ability to send us a public encryption key, which we use to encrypt CSV files containing sensitive data, before sending those […]
Read MoreSupport Topic: Follow-Up Plans
How To Set Up Your ActiveCampaign Integration
If you’d like to set up an ActiveCampaign integration, follow the steps below: Go to the Integrations section of your portal by clicking on the link icon in the upper-right hand corner of your portal screen. Click +Add Partner Integration link. Scroll to Marketing Automations section and click on Connect button next to ActiveCampaign. Enter the […]
Read MoreSupport Topic: CRM Integration
Setting up Your Mercury Healthcare (Healthgrades) API Integration
Prerequisities for Using the Healthgrades API Integration The API integration will only work with v3 applications (v2 applications will need to use SFTP transfer) The API integration will only connect to the HGCRM system and not legacy Healthgrades CRM solutions (legacy solutions are supported through SFTP transfer) If you’d like to set up a Healthgrades […]
Read MoreSupport Topic: Management Portal
Setting up Daily Digest Emails for Notifications
In addition to setting up notifications for when users complete your health risk assessment and receive a specific result, you can also set up daily “digest” emails that will “roll” all of those notifications into one daily email, rather than sending them as separate emails for each completion. To turn this feature on, go to […]
Read MoreSupport Topic: Management Portal
Two-Factor Authentication (2FA)
Two-factor authentication (2FA) provides your organization with an additional layer of security for any information contained within the our Management Portal. You can enable 2FA on a corporate level or a user level to ensure a higher standard of security for your data. Setting Up 2FA To set up 2FA, first make sure you have […]
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