This article will show you how to mass send reputation enhancement invites using Orca Elevate.

Step 1

Sign into the Orca Health Web Portal.

Step 2

Select Care Delivery Portal on the left-hand side of the screen.

Step 3

On the Care Delivery Portal screen, select Upload CSV.

Step 4

Either find your CSV file on your computer or drag and drop the CSV file into the dotted box.

Step 5

Once you have uploaded the CSV file, the name and file size will appear. Once it has finished uploading select the Next button.

Step 6

Ensure that the title in the drop down box matches with the column title. Once they are all matching select Next.

Step 7

Your list of uploaded patients will appear on the left hand side. Select the check box to ensure that patients have consented to receiving incoming communication.

Step 8

Once you are ready to send the Review Invitation select Send Review Invite.

Step 9

Select OK when the prompt asks if you are sure you want to send the review invite. 

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