Sending E-mails to Clinical Portal Users

Registry Managers can use the Administration > Send Email to Users page to send messages to AHOBPR Clinical Portal users via e-mail.

  1. Click the Administration tab in the banner at the top of the page.

    The Administration > Users page displays.

    Image of the Administration > Users Page.

  2. Click the Send Email to Users link menu option.

    Image of the Administration > Users Page showing the Send Email to Users link highlighted in the  menu options.

    The Administration > Send Email to Users page displays.

    Image of a the Send Email to Users page.

  3. Set the filter criteria for to choosing the Registrants that will receive the message as follows:

    1. To send the e-mail to a specific user, enter their name using the Last Name and First Name boxes.

    2. To send e-mails to user's based on their user role, select one from the available options in the User Role box.
    3. To send e-mails to users based on their status, select a status from the available options in the User Status box.
  4. Click the Find button.

    The system displays a list of uses that match your selected criteria in the Report Results section.

    Image of the results generated from searching for users that will be sent messages using the Send Email to Users page.

  5. Select the checkboxes that correspond to the user's that will receive the e-mails.

    Note: -_You can send the e-mail to all of the displayed users without selecting the checkboxes, by clicking the Send to All button.

  6. Use the Email Template box list to select the e-mail message that will be sent to the selected users.

    Note: -_Only active e-mail templates can be sent to a user. If no messages are listed in the dropdown list, then no active e-mail templates are available.

  7. Click the Send to Selected button.

    The system displays a new popup window that indicates the e-mail was sent to the selected users.

  8. Click OK.

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