User Groups and Enterprise User Groups allow you to tag relevant groups of people using the Internal Messages functionality in Patient Channels. These two types of User Groups have slightly different functionality:

This article discusses Enterprise User Groups. Click here to learn about User Groups.

Create an Enterprise User Group

1. Open the Settings menu.
2. Navigate to Enterprise Settings > Enterprise Groups. 
3. Select Add New Enterprise Group.
4. Add a Name and Description. The name of the group is important as this is what will be used to tag the group in an Internal Mention. NOTE: Each Enterprise User Group must be configured with a unique name.
   
5. Use the Practices drop-down to select all Practices that can use this Enterprise User Group.
   1. You must choose at least one Practice or the Enterprise Group will not be available for use (even for users with a single Practice configuration).
6. Search for users that should receive the Internal Mention when the Enterprise Group is tagged. These can be Staff, Manager, Advanced Staff or Enterprise Admin user types. The users do not need to have access to the Practice where they are mentioned, being part of the Enterprise Group temporarily grants them access to the Patient Channel to resolve the Internal Mention.
7. Notification Preference: You can enable the user to receive a text notification of the Internal Mention in addition to receiving an alert in their Mentions view. NOTE: Ensure users who have "text" selected for communication preference have a mobile phone number associated to their AHFE user profile. 
8. Select Save.

Edit/Disable an Enterprise User Group

• Edit: You can edit the Enterprise Group's details including name, membership, notification options, and Practice availability. Use the (...) menu to select Edit Enterprise User Group.
• Disable: You can disable the Enterprise Group to prevent it from being mentioned. Use the (...) menu to select Disable Enterprise User Group. NOTE: Enterprise User Groups cannot be deleted, only disabled.

Mentioning and Alerts

Let's review how to Mention Enterprise User Groups and resolve Mention Alerts.

Mentioning Enterprise User Groups

• Patient Channel: Enterprise User Groups can be mentioned directly from the Patient Channel using the @Internal tab and using @ + the name of the Enterprise User Group. NOTE: The Enterprise Group is only available for use within Practices chosen in the settings.
• Inbound Message Triggers: Enterprise User Groups can also be mentioned as an action from an Inbound Message Trigger. NOTE: The Enterprise Group is only available for use within Practices chosen in the settings.
• Conversation Flows: You can set up an Add @Mention and Message Action within a Conversation that will mention an Enterprise User Group. 
  

Viewing Your Internal Mentions

Access your Internal Mentions from all views within the Inbox. 

"Activity" View  

The "Activity" view provides a complete overview of your Internal Mentions, both direct (@ Me) and User Group (@ Groups) mentions. It displays your unresolved and resolved Internal Mentions, including a total count of your unresolved Internal Mentions in the navigation bar. This number updates dynamically as new Internal Mentions are created for you or existing ones are resolved. 
NOTE: The "Activity" View only displays Internal Mentions where you are the user tagged. It does not display the Internal Mentions that you created for other users. 

By default, the "Activity" view displays your direct, unresolved Internal Mentions in the @ Me tab. This is your immediate to-do list for managing your direct Internal Mentions. 

To view your unresolved User Group mentions, select the @ Groups tab from this view. This displays all Internal Mentions where a User Group you are a member of has been tagged.

Each Internal Mention card displays the Practice the Internal Mention was added in, the user who created the Internal Mention, the line associated with the Internal Mention, and up to a two-line message preview (if a message was included by the creator of the Internal Mention). 

As soon as an Internal Mention is resolved, it will automatically move from the "Unresolved" section to the "Resolved" section in this view. 
NOTE: Resolved Internal Mentions display for the past 30 days.

Filtering for Internal Mentions

Use the Filters Panel in the "All Messages" and "Scheduled" views to filter for "@ Internal Mentions"

Resolving Mentions
Staff and Manager Users

Once the Internal Mention is worked/resolved, the Enterprise Group member can use the Actions menu in the Patient's Channel to Resolve My Mentions. This automatically resolves the alert for all the Enterprise Group members. NOTE: Resolving the Mention will not send an alert to the Enterprise Group indicating the task has been completed.

Enterprise Admin Users

Enterprise Admin Users will see a Resolve All Mentions option within the Actions menu. This will close all unresolved Mentions in the channel for all groups and individual users who may have been mentioned.

Alternatively, Enterprise Admin Users may prefer to resolve the Mention from the specific message, to prevent accidentally closing unworked mentions in the channel. Click the (...) menu, select the Internal Mention, and click Resolve Mention.