Loads your outreach history, message templates and settings. Nothing can be sent without it, because ArcOS needs to know who has opted out and who you have already contacted.
2Load your Jane exports
⬆
Jane patients export
Contact details and consent. Also catches new patients.
Not loaded
⬆
Jane appointments export
Full visit history. Future bookings come from Jane directly.
Move ArcOS outreach history to another authorised Google account.
Sensitive clinic data. The export contains patient communication history, including message text, phone numbers and email addresses. Do not email it or leave it in a shared folder, and delete it once it has been imported.
Export history
Downloads everything ArcOS has recorded for this clinic in this browser, with a copy of the clinic settings.
Import history
Choose an export from this clinic’s ArcOS. You see what it would add before anything is written.
What is and is not included
Included: every message and attempt ArcOS recorded, with its text; completed sequence touches; replies, stops, holds and logged calls; do-not-contact decisions and opt-outs; number-level STOPs, holds and shared-number decisions; website inquiry decisions; and a copy of the clinic settings.
Not included: the Jane exports, bookings, queues, lifecycle states, expected return dates or dashboard figures, which ArcOS recalculates after an import; and any sign-in, key or password.
Importing never sends a message and never changes consent. Clinic settings are restored only if you tick that option.
Close this reporting period?
The Engaged tab, the rebooked count and the conversion rate start counting again from today. Outreach from this period is archived, not deleted.
Attempt limits, cooldowns and the annual contact cap all read the full history, so nobody who was recently messaged comes back early. A copy of the period downloads to Excel first.
Chrystal Clinic
ArcOS
Patient
Last visit
Treatment
Days
Send
Outreach
⚡ Load your Communications Log to see contact history and avoid re-contacting patients already reached.
Patient
Seg
Status
Visits
Days
Last type
Provider
Outreach
Patients with a future appointment already scheduled. Suppressed from outreach until the visit.
Patient
Next visit
Booked for
Seg
Visits
Compose
Sent exactly as
Review selected
Nothing has been sent. Open a row to read the exact message that person will receive. Send checks bookings, replies and delivery once more before anything goes.
Outreach plan
Saved as you type.
Patient replies
Read from Twilio each time ArcOS opens. A patient who replies is taken off the automated list.
Message text is shown here but never written to the log or to Drive.
Activity
Checks text-message delivery through Twilio. Email delivery is not checked here. Delivered means Twilio received carrier delivery confirmation. SMS does not confirm that the patient opened or read the message.
Outbound activity ArcOS has recorded for this patient, newest first. A provider accepting a message is not the same as it arriving.
Message
Exactly what was submitted to the provider.
Recorded when the message was sent. Editing a template later does not change it. Delivered means Twilio received carrier delivery confirmation. SMS does not confirm that the patient opened or read the message.
Sent log
Outbound messages and manually recorded contact activity, with delivery results and exact wording when available.
Checks text-message delivery through Twilio. Email delivery is not checked here. Delivered means Twilio received carrier delivery confirmation. SMS does not confirm that the patient opened or read the message.
A real send carries a provider message ID. Calls, Jane messages and holds are recorded by hand and have none.
In progress
Enrolled patients only. Where each one is in their sequence and when they come back.
End this run finishes the current run only. The patient is not put on Do not contact and may be contacted again after the rest period.
Do not contact
Everyone currently excluded from outreach, and why, then the texts that bounced.
Nobody stopped or opted out appears in any list or queue. People under Bounced still do, until the number is fixed.
Shared phone number
Who uses this handset. Answer it once and scheduled texts can go again.
Possible duplicate records
Jane records that may be one person. Nothing scheduled goes to them until this is settled.
A decision is kept with the outreach history and follows it through Drive.