How to Send a Reminder Text/Call

How to Send Reminder Calls and Texts to Clients

Expected Outcomes:

After completing this article, you should be able to send reminder calls or texts to a client for an upcoming appointment.

Purpose/Short Description:

This article guides counseling team members on how to use the CTA Dashboard to send appointment reminders to clients via their preferred communication method.

Tags:

CTA, Counseling, Clinician, Provider Portal, Reminders, SMS, Call

Audience:

Counseling Team

1. Finding Clients on the Dashboard

1. Navigate to the Dashboard:

   • In the CTA, hover over the house icon in the left-hand navigation menu and select Dashboard.

1. Filter by Provider:

   • Use the filters to select a specific provider to see all of their clients.

     

2. Check Communication Preferences:

   • Review the intended client's communication preferences to choose the most suitable method for sending a reminder.

     

      

2. Sending a Reminder Call

1. Click "Call Now":

   • Click the "Call Now" button next to the client's name.

     

      

2. Log the Call:

   • The system will connect you via RingCentral.

   • After the call, a pop-up will appear where you can log the communication.

     

3. Sending a Reminder Text

1. Click "Send SMS":

   • Click the "Send SMS" button next to the client's name.

     

2. Edit and Send the Message:

   • A pop-up will appear, allowing you to edit the message you will send to the client.

   • Click "Send Message" to send the reminder text.

4. What the Client Sees

• The client will receive the reminder call or text based on the method you selected.