Introduction
This article will walk you through the process of ensuring that a client will receive or opt out of receiving appointment text message reminders. It will also cover how to manually send reminders and how to view the history and replies from the client.
Prerequisites
- Text message appointment reminders enabled: Enabling and Configuring Appointment Text Message Reminders (General Case Management)
- An extendedReach User ID with the following permissions
- Edit Cases
- Edit Case Activities
- Edit Case Reports
Instructions
Follow the below instructions on applying, manually sending, and tracking text message appointment reminders by selecting the "Get Started" button below.
Applying Text Message Appointment Reminders
Manually Send Text Message Appointment Reminders
View the History and Replies of Text Message Appointment Reminders
FAQs
Q: Why would I need to send an appointment reminder manually?
A: If you would like to send an appointment reminder before or after the configured reminder schedule.
Q: Is there a way for the caseworker to receive a notification if the client responses to a text message appointment reminder?
A: Yes, an email alert can be configured for event type Appointment Cancellation Request if the client response “r” to reschedule or Appointment Confirmed if the client responds “c” to confirm. To configure an email alert please see: Email Alerts (General Case Management).