Client/Caregiver Notifications
Table of Contents
Automated voice calls, text messages and email notifications for client(s) and Caregiver(s).
Learn what checking these boxes off does and where to go to check or uncheck each option.
Where can these options be changed?
Front Desk ScheduleWhen checking clients in from the Front Desk Schedule, you can update these options from the Demographics tab.  |
Demographics ScreenFrom the Demographics screen, the boxes under the Phone section indicate the client's notifications and then checking or unchecking the boxes in the Caregiver/Guardian section will indicate notifications for corresponding Caregivers/Guardians.  |
Inquiry ScreenYou can check or uncheck these options for Caregivers from the Caregiver Information section on the Inquiry screen.  |
What do these options indicate?
When box is checked: | |
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One call the day before the appointment and another the day of the appointment. |
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They will receive period reminders until task is complete (payment due, document needing, review/signature, etc.) Client can also toggle this on or off from within their own account. |
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They will receive period reminders until task is complete (payment due, document needing, review/signature, etc.) Client can also toggle this on or off from within their own account. |
SMS Text Notifications/Client Communications
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Checking this box for the client and/or guardian will also dictate how it shows up in the Client Communications screen. |
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Here's what the options look like for the above example.
Client:  Stepparent: 
Mother: 
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