Activating Library Auto-Send

If you are not the Account Owner, please be sure that you have been designated as a Librarian by the account owner in order to edit the auto-send schedule. They can do this by choosing the appropriate role in your profile Settings. 

In the Care Guide, “visible” and “auto send” do two different things. When a resource is marked visible for a client, it will appear in their Care Guide library as soon as they have access to that library, regardless of the gestational age you set for auto-send. Auto-send does not control when the resource appears in the library; it controls when the system sends a message to the client with that resource at the gestational age you specified. Here are a few rules I try to keep in mind:

• If a Library is set to Visible, clients can see it at anytime.
• If a Library is set to Visible and Autosend, any resource within the library not set to Autosend is immediately visible to the client.
• If a Library is set to Visible and Autosend, any resource within the library that is set to Autosend is visible to the client per the schedule.

1. Click the practice-level menu represented by the 3 horizontal lines in the top-left corner of the screen. Click on Settings and then on the tab "Library Auto-Send."

   

2. Click the green 'Activate auto-send' button to the top-right of the screen to activate the auto-send feature.

   

3. Additionally, choose 'Filter' to view individual content libraries. 

   

4. Return to Settings and click on Libraries to edit existing Libraries or create a new Library and Auto-send Schedule. Click on the title of the library to edit and add resources.