How To: Identify and Fix Unreachable Contacts

Summary

You can use filters in the Contacts tab to quickly identify individuals who do not have any contact information on file. This helps you audit records and update missing details in PointClickCare to ensure education can be delivered.

Main Points

Step 1: Go to the Contacts Tab

1. Log in to Informed Medical.

2. Click the Contacts tab in the left navigation.

Step 2: Apply Filters for Missing Information

1. Click Filter.

2. Select Email.

3. Choose Is Empty.

4. Apply the filter.

5. Click Filter again.

6. Select Phone.

7. Choose Is Empty.

This will display contacts who do not have an email address and do not have a phone number on file.

Understanding the Results

The filtered list shows:

• Individuals with no valid email address

• Individuals with no valid phone number

These contacts cannot receive education because there is no available delivery method.

If a contact has either an email or a phone number, they will not appear in this filtered list because they are still reachable.

Using This as an Audit Tool

You can:

• Print the list

• Download the list

Use this information to:

• Review contact records in PointClickCare

• Update missing email addresses or phone numbers

• Improve communication coverage

Once updated in PointClickCare, the information will sync back into Informed Medical.

Key Insights

• Filtering by Email Is Empty and Phone Is Empty identifies unreachable contacts.

• Contacts with at least one valid contact method will not appear.

• This report can be used as an audit tool.

• Updates must be made in PointClickCare to remain permanent.