Navigation Bar Breakdown
The persistent navigation header at the top of your screen provides one-click access to all core platform features:
1. Receptionist
What it does: Central hub for automated phone answering and resident outreach workflows.
Key Capabilities:
Real-time Metrics: Monitor call performance, call transfers, automated emails, SMS notifications, and support tickets across timeframe snapshots (Last Hour, Last 24 Hours, Last 7 Days).
Call Search & Filtering: Filter interactions by resident name, room number, phone number, timeframe, or urgency level.
Inbound & Outbound Activity: Review logs and outcomes for all inbound community calls and automated outbound outreach campaigns.
Manual Entries: Click New Entry to log manual notes, follow-ups, or tickets related to receptionist interactions.
2. Check-Ins
What it does: Dedicated hub for managing scheduled resident wellness prompts and safety checks.
Key Capabilities:
View upcoming, completed, and missed check-in schedules.
Access recorded video responses and timestamps from automated or staff-initiated check-ins.
Monitor safety trends and flag residents who require direct staff follow-up.
3. Dashboard
What it does: Primary device management view across your organization.
Key Capabilities:
Device Matrix: Monitor hardware connectivity (Online/Offline status), active licenses, and assigned residents.
Direct & Batch Actions: Send text announcements, launch video calls, configure AI settings, reboot devices remotely, or manage scheduled Zoom events for single or multiple screens at once.
Device Detail Drawer: Click any resident or device to configure routines, access AI conversation transcripts, and view assessment records.
Selecting Multiple Devices for Actions
Select multiple devices concurrently to perform batch actions or manage multiple devices simultaneously. This allows you to manage multiple devices quickly and easily.
Batch Selection: Click the checkboxes beside each device to perform actions on multiple devices at once.
Action Confirmation: After selecting the devices, click on the desired action button to apply that function to all selected devices.
Multi-Device Actions:
MESSAGE: Select to send a custom message to a device.
AI COMPANION: Activate the AI companion feature on the selected device.
VIDEO CHECK-IN: Initiate a video check-in with the selected device.
JOIN TO ZOOM NOW / DISCONNECT FROM ZOOM: Quickly join or disconnect the selected device from a Zoom call.
REGISTER / UNREGISTER FROM ZOOM: Sign the selected device up for a Zoom event (from the list of available events) or cancel a previous registration.
REBOOT: Restart the selected device remotely.
User/Device Detail Screen
When you click on the name of a user, a new screen will open.
Main Actions:
Video Call: click this button to immediately call that device. It will auto-answer based on the auto-answering settings on the device.
Create Routines: click here for a full guide on this topic.
Tabs for Detailed Records:
ROUTINES: Shows the schedule routines set for the device, and allows you to add/edit/delete routines.
VIDEO CHECK-INS: Lists past video check-in sessions with timestamps. The administrator can see the recorded video here.
AI CONVERSATIONS: Archives interactions between the senior and the AI companion.
AI ASSESSMENTS: Contains any AI-performed assessments for the senior.
4. Insights
What it does: High-level engagement metrics and operational health summaries.
Key Capabilities:
Track trends in overall system adoption and resident interaction rates.
Identify staff response times, peak usage windows, and general engagement habits to help optimize care schedules.
5. Reports (Dropdown)
What it does: Comprehensive data analytics hub divided into two primary sub-sections:
Enterprise Reports: Provides organization-wide visual charts for hardware deployment, online vs. offline trends, and call volume metrics over custom date ranges.
Usage Reports: Features granular call logs, billable minutes tracking, call intent summaries, and a Resident Rollup tab to simplify billing and audit reconciliation.
Data Exports: Easily download raw data in CSV format or generate invoice-ready reports.
6. Settings (Dropdown)
Users
What it does: Manage resident and end-user profiles registered across your organization.
Key Capabilities:
View, edit, or add resident profile details, room assignments, and primary contact information.
Associate physical ONSCREEN devices with specific user accounts.
Update emergency contact info, call permissions, and individual feature toggles per user.
Zoom Events
What it does: Create and manage recurring or one-time Zoom activities available across your community hardware.
Key Capabilities:
Schedule upcoming webinars, virtual fitness classes, family gatherings, or community activities.
Store Zoom links, meeting IDs, and passcode details so residents can join with a single tap.
Manage registration lists and push scheduled Zoom events to specific devices or groups directly from the dashboard.
Organization Settings
What it does: Configure high-level default settings and branding across your entire enterprise deployment.
Key Capabilities:
Update primary organization details, contact information, and billing details.
Establish enterprise-wide default behaviors for devices (e.g., auto-answer defaults, routine preferences, and call timeout duration).
Configure organization-level integrations and security/access policies.
Group Admin Settings
What it does: Manage administrative access levels, sub-groups, and staff permissions within your portal.
Key Capabilities:
Add, invite, or deactivate administrative accounts for team members, nurses, or concierge staff.
Assign specific roles and access scopes (e.g., restricting staff permissions to specific campuses, floors, or groups like Asbury Admins).
Update administrative group structures and notifications.
Profile Settings
What it does: Personal account settings for the currently logged-in administrator.
Key Capabilities:
Update your personal account name, email address, and phone number.
Reset or update your portal login password.
Manage individual administrator notification preferences and multi-factor authentication (MFA) settings.
We hope you find this guide of our Enterprise Manager platform helpful. For any specific questions or comments, please contact us at care@onscreeninc.com.