Smarter Week

How to automate it

How to automate “remind clients about appointments and follow-ups”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, every day
75%
of the time can be automated
Easy
to set up

Fix 1 of 1

Automation

Send appointment reminders by text automatically

Automatic text reminders from your case system or a texting tool cut no-shows and reminder calls. Clients can reply to confirm or reschedule.

Typically saves about 65% of the time1 h to set up
  1. 1Check whether your case management system sends text reminders, or use an approved texting tool (for example Microsoft Bookings or SimpleTexting).
  2. 2Set reminders for the day before and two hours before.
  3. 3Keep messages free of sensitive details (no diagnosis or program names that reveal too much).
  4. 4Call only those who do not confirm.

Tools: Your case management system (Bonterra Apricot, CaseWorthy, Penelope, Salesforce or similar) · Microsoft Bookings · SimpleTexting

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Social worker / case manager

HourLeak · the 8-minute work audit

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Other common tasks for Social workers / case managers