1. Go back to the menu and select “Participants” > “All Participants” to get to the Participant List
  2. Press the “Filter” button to sort and only display those within your filter criteria. 
  3. When text is entered into the “Participant Name” or “Provider” field, and you click “Filter”, only those participants that match the text will be returned.
  • Active vs. Inactive (Active/Suspended)
    • All participants are active when created.
    • When “Inactive”, all scheduled calls for that participant are suspended.
    • A provider can make a participant “inactive” by clicking on their name and selecting the Active box to remove the check mark.
    • “Uncooperative” and “Bad Data” automatically inactivates a participant. (See Manage Call Center > Call Results section for more details)
  • Alert ID
    • When a participant response triggers an alert, the system automatically generates an email to an address defined by the provider.
    • To comply with HIPAA guidelines, the email does not contain the participant's name.
    • Email notifies the provider that a participant with an Alert ID # of ___ has triggered an alert. (See Alert section for more details).
    • To identify a participant by Alert #, type the Alert # in the “Alert ID” field and click on “Filter”. The system will display that specific person.
  • Provider Unique ID
    • In addition to the system generated Alert ID, you can also enter a unique ID for each patient.
    • The Unique ID can be any combination of numbers and letters.
    • The provider’s Unique ID, if any, will be displayed on all email alerts.
    • List of participants can be sorted and filtered by the “Provider Unique ID”
  • Editing Participant Data
    • To edit data, click on the participant’s name and then add, change, or delete information
    • Click “Update” to ensure change is saved.
  • Comments Field
    • The “Add Participant” screen has a comments field in which you can enter any information relative to that participant.
    • The information is displayed on every question that is asked of that participant.
      • An example of a “Comment” that might be helpful to the Call Agent would be, “Ted is hard of hearing, please speak loudly”.
  • Internet access for participants
    • The TouchPointCare system was designed to enable a participant to answer a question series on the internet without any inbound or outbound phone call. 
    • If a provider chooses to interact with a participant via the internet, the provider must share login information with the participant.
    • The system automatically assigns each new participant an internet login ID and password.
    • The ID is the participant's phone number, and the password is the participant's last name.
    • The first time a participant logs into the system, they are prompted to create a new password. 
    • Once logged in, the participant will see a menu on the left side of their screen allowing them to answer the question series, view or print out their schedule, and view reports of responses they have made. 
  • Answering Questions
    • When a participant chooses “Answer My Questions”, they will see a schedule of available question sessions.
    • They can modify the filter options, and when ready, they can again select “Answer My Questions” and the first question will appear.
    • The participant will answer each question and then select either the “next” button to proceed to the next question or “back” to return to the previous question.
    • When all questions are completed, the participant will see a summary of all responses and will have the option of reviewing and editing any of these responses, and when finished, will click on the “Submit Questions and return to Schedule” button.
    • Security is set so that a participant can only answer questions specifically targeted for them, as well as only see their own data via the report options.
  • Adding Participants from a data file
    • TouchPointCare has developed and interface to electronically load Participant data into the system from an XML file created by our customers and “pushed” to the touchpointcare.net application via Secure FTP. 
    • TouchPointCare will poll the SFTP server periodically and when an XML file is detected, it is processed.
    • The Participant Interface has the ability to add Participants to a group. 
    • The Interface also allows you to Inactivate and Activate participants are required. 
  • Editing Participant Data
    • To edit data, click on the participant’s name and then add, change, or delete information