PerfectServe®: Android App User Guide

PerfectServe®: Android App User Guide
Initial Download
1. Search your Google Play Store (referred to as “Market” on some Android devices) for
“PerfectServe” and install.
2. Log in to the app.
a . Your username and password are provided by PerfectServe. If you do not already
have this information, please call our Help Center at 877.844.7727.
b . You will be asked to create a new password; it must be at least 8 characters,
including a number and a capital letter.
c . If your security settings are set to require a PIN you will be required to create one upon first
entering the app.
Notifications Setup
1. PerfectServe will notify you every time you have an unread secure message.
2. A typical notification sequence is:
a. At the time the message is received – push notification
b. 15 minutes after the first alert – push notification
c. 30 minutes after the first alert – call to your mobile device
NOTE: If at any time during the alert sequence you check your message, you will not
receive subsequent notifications.
3. Your notification alerts are located in the toolbar at the top of the phone screen as with
any other app notifications you have on your phone.
a . You may change the sound for your PerfectServe alerts to differentiate them from
other sound settings on your phone (go to your PerfectServe App => Settings => Push
Sound).
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User Tips: Contacts
Favorites
Once you select a colleague’s name from the directory, you may also choose to make them a
“Favorite.” Creating a list of favorites allows you to quickly access the colleagues you contact
most often. To add a colleague to your favorites, select their contact, then tap on the star. Select the
“Favorites” tab from your “Contacts” screen and your favorites list will appear.
Filtered Search
You may enter a contact name in the search bar to filter by selecting the magnifying glass at the top of
the page.
Creating Favorites
Filtered Search ç
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User Tips: Secure Messages
Secure Messages Inbox
1.
2.
3.
4.
5.
Blue Dot – Indicates a new message.
Paperclip – Indicates message includes a picture or voicemail.
Folders – “Inbox,” “Sent” and “Deleted” show the respective message type.
Garbage Can – Will allow you to delete multiple messages at once.
To Reply – Select the arrow button from within the message itself. With colleagues, you
will have the option to text back, call back or forward the message. With nurses, you
will only have the ability to call back or forward the message.
New Messages
Replying to Messages
Messages will be available in the app for up to 30 days. Note security policies at select facilities
might decrease amount of time your messages are available.
Sending a Message
Choose your contact and then select the blue text bubble.
Use the paperclip icon in the top right hand corner of the screen to attach voice messages and photos.
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To attach pictures or audio recordings, select the paperclip in the top right-hand corner and then
select the attachment type you wish to send. In order to comply with HIPAA regulations, the
pictures you take from your app will NOT be stored in the picture gallery on your phone.
Creating Groups
You now have the ability create and save custom groups.
1. To create a group, navigate to the “Contacts” tab and select “Groups.” Tap the “+”
symbol in the top right hand corner.
2. Name your group and then tap the “+” symbol.
3. You will be presented with a list of colleagues. Select the ones you want to include in
your group and tap “Add Selected.”
4. To initiate a message to your group, go to the “Groups” tab and search for the group
name.
5. Tap the blue bubble icon and you will be presented with a standard message screen.
Type your message and tap send.
a. Remember, you can include a voice recording or photo attachments by clicking
on the paperclip in the top right hand corner of the screen.
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Getting Help!
Select the “Help” button, then select “Contact Us.” You will be connected to our 24/7 Help
Center.
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Settings & Further Troubleshooting
Volumes Not Working?
Find the Settings icon and select it. Next, select “Sound.” Once on the “Sound” page, select
“Volumes” at the top of the page. Ensure that the volume is on for “Music, videos, games, &
other media,” as well as “Ringtone & notifications.”
Need the Phone to Vibrate When a Call is Coming In?
Find the Settings icon and select it. Next, select “Sound.” Ensure that the “Vibrate when
ringing” checkbit is selected.
Trouble with Notification Alerts?
If you have discussed with your PerfectServe consultant that you would like to receive
notification alerts to your Android and are not receiving these alerts, there might be a simple
solution. Please walk through the following steps to ensure that your Android allows notification
alerts for the PerfectServe app.
If your checkbit is selected and you are still not receiving notification alerts, please contact the
PerfectServe Help Center by selecting the “Help” button in the PerfectServe app.
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