Commure Engage (formerly Rx.Health) is a digital medicine platform for care providers to prescribe automated appointment reminders, directions, apps, surveys, care plans, and health education content at the point of care, via text or call. 

1. The Engage platform is accessible through web browsers (we recommend using Chrome). Once you have been given your login credentials, please use this link here to login to the staging environment (staging-platform.rx.health). The production environment will be accessed directly through your Epic instance using the Rx.Health add-on. 
2. Once you have logged in, hover over the left panel and look for your name at the very bottom. Click on your name and you will be navigated to the profile section. Here, we recommend that you create a unique password to keep your account more secure.
   
   
    
3. In order to access the HVC dashboard, hover over the left panel again and click on "Custom Dashboard". Here you will see all program dashboards that you have access to.
   
    
4. Locate the HVC Dashboard and click "Open" to access it.
   
   
   
5. A service line dashboard includes several rows, where each row represents past or future messages to a particular patient. These rows organize patient appointment details by column. Information relative to each column is detailed below. 
   •  Patient:
     • Patient’s first and last name
     • MRN
     • Phone number
     • Email

   • Procedure Details

     • Procedure date and time
     • CSN
     • Visit type
     • Provider name

   • Department

     • Department ID
     • Department Name
     • Department External Name
     • Department phone number
     • Department address

   • Modality

     • Shows which modality the appointment is for.

   • Pathway

     • Workflow used to communicate with the patient
     • SMS or IVR
     • English or Spanish

   • Status

     • Shows the delivery status of the T-7, T-4, and T-2 day prior reminders.
       
        
6. At the top of the dashboard are all the filter options for searching for a particular appointment or types of appointments. To use the filter options, select the search or drop-down menu you would like to filter with and select the "Apply Filters" button. To remove the filter in use, select "Remove Filters."
   
   
   Search with Free Text: This option, identified by the magnifying glass in the top left, allows users to filter all messages by patient phone number, name, MRN, CSN, and Department ID. Partial names and numbers can be used to search as well such as searching “Smi” for “Smith” or just the last 4 digits of a phone number (Search "4455" rather than "555-555-4455"). Note: Partial searches show all results that contain the search text anywhere in the text in the results, not just words or numbers that start or end with that text. To use the search option more effectively, we recommend searching by 3 - 4 characters.
   
   
   Search by Appointment Date: Users can filter messages by date as well. The drop-down menu shows message dates can be filtered by both past/future messages and by a custom date range.
   
   

   
   Search by Engagement Status: Here you can filter patients by those who have and have not replied within the workflow to confirm their appointment.
   
   
   Search by Language: You can use this filter to identify English and Spanish speaking patients. Note: Only English support is included for the scope of the current project.
   
   
   
   Search by Communication method: You can use this filter to search for patients based on how they prefer to be communicated with, whether it be SMS or Call. Note: Prep instruction and wayfinding links are only supported through the SMS workflow.
   
   

   
   Search by Department: Here you can search appointments by the Epic Department Name. More than one department can be selected at a time.
   
   
   
   Note: You can ignore the Notification Status and Notification Sub-Status filter. These two filters are only available in the staging environment.
   
   

7. Patient Details: Click anywhere on the appointment row and the window below will appear.
   
   
   Here you can see a more detailed look at the patient’s identifying demographic information including first and last name, phone number, MRN, email and date of birth. Selecting the "Messages" tab here allows two-way communication between the coordinator and the patient while the "Notes" section allows coordinators to create notes that are maintained within the patient’s profile that are not sent or viewable by the patient.
   
   
   If you scroll down in this window, you will see all of the messages that have been sent to the patient, all the messages that are queued to be sent in the future, and all the patient responses as they interact with the workflow for a particular appointment. In the bottom right corner of the message, you can see the message content, date, time, and delivery status. The most recent messages will be found at the top while the oldest message will be at the bottom. Messages that are queued to be sent are blue, sent messages are grey, and suppressed or canceled messages are highlighted in red.
   
   
   The "Status History" tab displays the delivery timing and status of all messages within the workflow
   
   
8. Lastly, in order to logout of your account, navigate and hover over the left panel, click on the "Logout" option on the bottom left. Click "Logout" again on the pop-up window to confirm logging fully out of your account. Whenever you are done with your session, we recommend signing out and taking any other precautions in accordance with your organization’s HIPAA requirements to protect patient health information.