Applying Text Message Appointment Reminders (General Case Management) | Scribe

Applying Text Message Appointment Reminders (General Case Management)

  • Content Team |
  • 6 steps |
  • 19 seconds
  • ExtendedreachExtendedreach
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Appointment reminders will be automatically sent for cases with a mobile phone number entered on their case file general tab based on the reminder schedule configured in the program settings.
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Follow steps 1-3 to ensure cases have a mobile phone number entered to receive appointment text message reminders.
1
Navigate to the case in the system. On the case **General** tab select **Edit** on the top menu.
Navigate to the case in the system. On the case General tab select Edit on the top menu.
2
Scroll to the **Primary Client Information** section and ensure or enter a **Mobile Phone** number.
Scroll to the Primary Client Information section and ensure or enter a Mobile Phone number.
3
Click **Save** on the top menu.
Click Save on the top menu.
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Follow steps 4-6 for cases that would like to opt out of receiving appointment text message reminders.
4
Navigate to the case in the system. On the case **General** tab select **Edit** on the top menu.
Navigate to the case in the system. On the case General tab select Edit on the top menu.
5
In the **Primary Client Information** section check the box for **Do not send appt reminders.**
In the Primary Client Information section check the box for Do not send appt reminders.
6
Click **Save** on the top menu.
Click Save on the top menu.