Linking people connects names found in your audits to person profiles in Brellium. This is a required step for automated emails to send correctly.
Who this is for: Brellium admins or anyone with access to the Control Center.
Why this matters
Brellium automatically identifies names from your audits and generates suggested matches for you to review — so the heavy lifting is done for you. Because emails sent through Brellium may contain PHI, your organization is responsible for approving each link rather than Brellium doing it automatically. We recommend reviewing suggestions on a regular cadence, especially if new providers are being added, to ensure your email workflows run without interruption.
Steps
In the left sidebar, go to Control Center > People
At the top right of the People page, click Link People
A popup will open showing names found in recent audits that have not yet been linked to a person profile
For each name, review the suggested match and choose one of three actions:
Green checkmark — approve the suggested link
Orange circular arrow — view alternative matches and select a different person
Purple + — create a new person profile for this name
Work through the list and close the popup when done
Important
If a provider or patient is not linked to a person profile, they will not receive any automated emails from Brellium. Check for unlinked names regularly to avoid gaps in your email outreach.