Bulk Outreach

Julie Glass

Modified on: Mon, 20 Dec, 2021 at 1:54 PM

Here is where you can perform bulk outreach.

TABLE OF CONTENTS

Bulk Outreach Page Overview
Fax
- Fax Via Chase ID List
- Fax Via Filter Criteria

Bulk Outreach Page Overview

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

Fax

Fax Via Chase ID List

Select Action Type: Fax
Enter who is sending fax
Enter the return fax number
For Chase ID list, select Yes
Enter Chase ID list
Click Validate
If there are errors, click Download Error Report for details
Select Cover Letter Template
Click Submit Fax Request

Fax Via Filter Criteria

Select Action Type: Fax
Enter who is sending fax
Enter the return fax number
For Chase ID list, select No
Click Select Fax Criteria
Select at least 1 Project and 1 Status
Click Apply
Click Run Query
Select Cover Letter Template
Click Submit Fax Request

User Permissions
Administrator

Lead: Clinical Lead, Retrieval Lead