Contacting People Through CarePlanner

by | 20 Mar, 2020 | Home Care News

CarePlanner Contact
We appreciate that this is an uncertain time for everyone. Things are changing minute by minute and you need to be able to contact your staff quickly and efficiently to keep pace. That is why we have compiled this guide to contacting your staff and customers through CarePlanner.

Contacting Staff

It is possible to contact your staff three ways through CarePlanner.

  1. Email
  2. Text
  3. Mobile App

Email & Text

It is possible to contact your staff by email and text, either on an individual or group basis. 

Go to the ‘Admin’ page, and check under the ‘Audit Trail’ heading.

Email

  1. Select who you want to send the email to in the top bar. (You can select groups or individuals)

2. Enter the subject and message as required

3. Responses will go to your designated email address.

If you are unsure of your designated email address you can contact support by phone: 0117 214 0585 or email: [email protected]

Text

 1. Select who you want to send it to on the top bar. (You can select groups or individuals)

 

2. Enter the message.

3. Responses will go to your companies assigned phone number.

4. You can check your companies assigned phone number in the incoming section of this screen.

5. If you do not have an assigned number you can contact support via phone: 0117 214 0585 or email: [email protected]

Mobile App 

1. On the ‘Admin’ page go to the ‘General’ heading and select ‘Mobile App’

2. Enter the message you want to send out via the app.

3. The message will appear in your carers apps as banner at the top of their screen.

Contacting Clients

Email & Text

It is possible to contact your clients by email and text, either on an individual or group basis. 

Go to the ‘Admin’ page, and check under the ‘Audit Trail’ heading.

Email

1. Select who you want to contact in the top bar. You can chose to send these emails out on an individual basis or by invoice group.

2. Enter the subject and message as required.

3. Responses will go to your designated email address.

If you are unsure of your designated email address you can contact support by phone: 0117 214 0585 or email: [email protected]

Text

1. Select who you want to contact in the top bar. You can chose to send these emails out on an individual basis or by invoice group.

2. Enter the message.

3. Responses will go to your companies assigned phone number.

4. You can check your companies assigned phone number in the incoming section of this screen.

If you do not have an assigned number you can contact support via phone: 0117 214 0585 or email: [email protected] and they will help you resolve the issue.

CarePlanner is dedicated to helping your company through this challenging time. Our support and accounts teams will continue to operate as normal. If you have any questions for either the support team or your specific account manager please do not hesitate to contact us. 

We’re all in this together.