Program Operations

Plan programs, schedule sessions and manage day-to-day delivery.

All articles

Advanced Filters

Learn how to use advanced filters in iECHO to sort active participants by session attendance, join date, and form submissions.

Conducting Zoom Webinars through iECHO

Learn how to request and host Zoom webinars in iECHO, manage participant limits, and track session attendance.

Creating a Participant Group Schedule

Learn how to create, edit, and delete repeating or ad-hoc schedules for participant groups in iECHO.

Guidelines for Uploading Content on iECHO

Learn about supported file types, size limits, and best practices for uploading content on iECHO.

Handling time zones with iECHO

Learn how iECHO automatically handles time zones and Daylight Saving Time for program administrators and participants.

How to Filter & Sort Active Participant List

Learn how to filter and sort active participants in iECHO to perform bulk actions, issue certificates, and export attendance data.

How to Invite a Subject Matter Expert

Learn how to invite or assign a Subject Matter Expert (SME) to a session on iECHO so they can upload session materials and receive updates.

How to Remove a Participant from a Participant Group

Learn how to remove participants from active and invited lists within a participant group in iECHO.

How to Upload Content

Learn how to upload, replace, tag, and share session and program resources on iECHO.

How to add a Case presenter

Learn how to add case presenters to ECHO sessions and review uploaded case content for PHI and PII on iECHO.

How to join an ECHO session

Learn how iECHO provides multiple ways for participants to join sessions seamlessly

Integrated Zoom Polls for Sessions

Learn how to create, conduct, and download integrated Zoom polls for your iECHO sessions.

Integrating Calendar for iECHO Sessions

Learn how to send individual and bulk calendar invitations for ECHO program sessions to active participant groups.

Inviting Guest Participants (Public Programs)

Learn how hub organizations can invite guest participants to iECHO sessions in public programs without requiring prior registration.

Inviting Participants to Public and Private Programs

Learn how to invite participants to public and private iECHO programs using email and SMS.

Participant Approval for Public Programs

Learn how hub teams configure participant approval settings and manage registration requests for public ECHO programs.

Participant Group Management

Learn how to manage and configure participant group settings for your programs on iECHO.

Participant Group Settings

Learn how to configure settings, schedules, registration, reminders, and video conferencing links for participant groups.

iECHO Video Conferencing Integration: Custom Solutions

Learn how to integrate custom video conferencing platforms like Google Meet or Microsoft Teams for your participant groups in iECHO.