mMR offers the tool of completing bulk notes in order to streamline the process of recording information in member charts that is repetitive for multiple members. Bulk Notes should never be entered into mMR prior to the bulk message being sent to each member involved.
Acceptable Uses for Bulk Case Notes
Notification that office will be closed
Include the 24-hour hotline (888)879-9786
Notification that employee will be out of the office
Include supervisor’s contact information
Include the 24-hour hotline (888)879-9786
Reminder for group events that members would be interested in attending
Include link for joining group event
Include name/topic of group event
Include date/time of group event
Change in staffing of care team
Include names of new care team member
Include contact information for new care team member
If a situation arises that a bulk note would prove beneficial, discuss with your supervisor prior to utilizing this tool.
How to create a bulk note
On the member listing page, hover mouse over member’s name until a checkbox appears on the left side of member’s name.
Select the members that will receive the same text
Click on Bulk Actions
On pop-up menu, click Case Note
Complete case note as usual
Choose Publish
You will be notified via a pop up window when the case note has been posted
Note the number of members with published case note vs. number of members requested receive this case note