The following templates are ready to use and will be delivered via voice, text, or email based on your organization’s preferences.
Please note: Items in ALL CAPS (e.g., FACILITYNAME, RESIDENTNAME, PHONENUMBER) are variable tags that will automatically populate with the specific details for each resident and event.
Event Type: Initial
Use for an Initial Care Conference.
Intro: This is an important message from FACILITYNAME. Please press 1 to continue
Main: Hello, RESIDENTNAME has an initial care conference on DATEANDTIME. The initial care conference is an opportunity for you and RESIDENTNAME to review assessments conducted by the multidisciplinary team and to establish collaborative goals. This important care conference allows you an opportunity to discuss RESIDENTNAME ‘s stay with us since admission. No action is required; however, if you cannot make this meeting and you would like to reschedule please contact us at PHONENUMBER. Thank you.
Answering Machine: Hello, This is an important message from FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, RESIDENTNAME, has an initial care conference on DATEANDTIME. The initial care conference is an opportunity for you and RESIDENTNAME to review assessments conducted by the multidisciplinary team and to establish collaborative goals. This important care conference allows you an opportunity to discuss RESIDENTNAME ‘s stay with us since admission. No action is required; however, if you cannot make this meeting and you would like to reschedule please contact us at PHONENUMBER. Thank you.
Will Try Again: Hello, This is an important message from FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, RESIDENTNAME, has an initial care conference on DATEANDTIME. The initial care conference is an opportunity for you and RESIDENTNAME to review assessments conducted by the multidisciplinary team and to establish collaborative goals. This important care conference allows you an opportunity to discuss RESIDENTNAME ‘s stay with us since admission. No action is required; however, if you cannot make this meeting and you would like to reschedule, please contact us at PHONENUMBER. Thank you.
User Input: To confirm your attendance press CONFIRM_DIGIT. If you are unable to attend, please contact us directly. To repeat this message from the beginning, press REPEAT_DIGIT
Confirm: Thank you. You have confirmed your attendance for the initial care conference on DATEANDTIME. If you need to reach us, please call us at PHONENUMBER.
Event Type: Quarterly
Use for a Quarterly Care Conference.
Intro: This is an important message from FACILITYNAME
Main: This is FACILITYNAME. RESIDENTNAME ‘s, upcoming care plan review will begin within the next week. You do not need to come in person for this quarterly care plan review. We would like to hear from you about any potential changes to the care plan that you may suggest. The phone number is PHONENUMBER. If you are satisfied with the current care plan, there is no need to call us back. We welcome your input at any point of time for suggestions or concerns related to RESIDENTNAME ‘s plan of care.
Answering Machine: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is FACILITYNAME calling to notify you that RESIDENTNAME ‘s, upcoming care plan review will begin within the next week. You do not need to come in person for this quarterly care plan review. We would like to hear from you about any potential changes to the care plan that you may suggest. The phone number is PHONENUMBER. If you are satisfied with the current care plan, there is no need to call us back. We welcome your input at any point of time for suggestions or concerns related to RESIDENTNAME ‘s plan of care. If you need to contact us, please call PHONENUMBER. Thank you.
Will Try Again: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is FACILITYNAME calling to notify you of RESIDENTNAME ‘s, upcoming care plan review will begin within the next week. You do not need to come in person for this quarterly care plan review. We would like to hear from you about any potential changes to the care plan that you may suggest. The phone number is PHONENUMBER. If you are satisfied with the current care plan, there is no need to call us back. We welcome your input at any point of time for suggestions or concerns related to RESIDENTNAME’s plan of care. If you need to contact us, please call PHONENUMBER. Thank you.
User Input: To confirm receipt of this message, press CONFIRM_DIGIT. To repeat this message from the beginning, press REPEAT_DIGIT.
Confirm: Thank you. If you need to contact us, please call PHONENUMBER.
Event Type: Annual
Use for an Annual Care Conference.
Intro: This is an important message from FACILITYNAME. Please press 1 to continue.
Main: This is a reminder from FACILITYNAME, about RESIDENTNAME ‘s upcoming annual care conference, on DATEANDTIME. The annual care conference is to review care, and we strongly recommend your participation. The interdisciplinary care team most involved will be present. We look forward to your participation.
Answering Machine: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, we are calling about, RESIDENTNAME ‘s upcoming annual care conference, on DATEANDTIME. The annual care conference is to review RESIDENTNAME’s care, and we strongly recommend your participation. The inter disciplinary care team most involved will be present. We look forward to your participation on DATEANDTIME, for RESIDENTNAME ‘s annual care conference. If you need to contact us, please call PHONENUMBER. Thank you.
Will Try Again: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, we are calling about, RESIDENTNAME ‘s upcoming annual care conference, on DATEANDTIME. The annual care conference is to review RESIDENTNAME’s care, and we strongly recommend your participation. The interdisciplinary care team most involved will be present. We look forward to your participation on DATEANDTIME, for RESIDENTNAME ‘s annual care conference. If you need to contact us, please call PHONENUMBER. Thank you.
User Input: To confirm your attendance press CONFIRM_DIGIT. If you are unable to attend, please contact us directly at PHONENUMBER. To repeat this message from the beginning, press REPEAT_DIGIT.
Confirm: Thank you. You have confirmed your attendance for RESIDENTNAME ‘s annual care conference, on DATEANDTIME. If you need to contact us, please call PHONENUMBER.
Event Type: External
Use for an external appointment.
Intro: This is an important message about RESIDENTNAME from FACILITYNAME. Please press 1
Main: This is a reminder, that RESIDENTNAME has an appointment outside of the FACILITYNAME premises, on DATEANDTIME.
Answering Machine: Hello. This is FACILITYNAME, calling with a message about RESIDENTNAME ‘s upcoming appointment. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is a reminder, that RESIDENTNAME, has an appointment outside of FACILITYNAME, on DATEANDTIME. You will need to make the necessary transportation and escort arrangements. We will ensure RESIDENTNAME is ready for pick up with the required documentation. If you are unable to make these arrangements, contact us at PHONENUMBER. Thank you
Will Try Again: Hello. This is FACILITYNAME, calling with a message about RESIDENTNAME’s upcoming appointment. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is a reminder, that RESIDENTNAME, has an appointment outside of FACILITYNAME, on DATEANDTIME. You will need to make the necessary transportation and escort arrangements. We will ensure RESIDENTNAME is ready for pick up with the required documentation. If you are unable to make these arrangements, contact us at PHONENUMBER. Thank you.
User Input: To confirm that you have received this message and that you will be making the necessary transportation and escort arrangements for RESIDENTNAME, press CONFIRM_DIGIT. If you are unable to make this appointment or accompany RESIDENTNAME for this scheduled appointment, please contact us PHONENUMBER. To repeat this message from the beginning, press REPEAT_DIGIT.
Confirm: Thank you. You have confirmed that you will be making the necessary transportation and escort arrangements for RESIDENTNAME to attend the appointment scheduled on DATEANDTIME. We will ensure RESIDENTNAME is ready for pick up with the required documentation. If your schedule changes, please notify our staff at PHONENUMBER. Thank you.
Event Type: Message
For messages being sent day of. Submissions after 5 pm will be sent the following day at 5 pm.
Please Note: All information that is included in the ”Notes” field of this Calendar Event will be included in the message below (replacing the APPT_NOTES variable). It is therefore important that you do not enter personal or health information in this field, because the communication channels that we use are not appropriate for this type of information. We recommend caution when using this Event Type.
Intro: This is an important message from FACILITYNAME. Please press 1 to continue.
Main: This is a message from FACILITYNAME regarding RESIDENTNAME. APPT_NOTES.
Answering Machine: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a message from FACILITYNAME regarding RESIDENTNAME. APPT_NOTES. If you need to contact us, please call PHONENUMBER. Thank you.
Use for Reminder messages. These reminders will go out 2 days prior to the date that the events appear in the Resident Calendar.
Please Note: All information that is included in the ”Notes” field of this Calendar Event will be included in the message below (replacing the APPT_NOTES variable). It is therefore important that you do not enter personal or health information in this field, because the communication channels that we use are not appropriate for this type of information. We recommend caution when using this Event Type.
Intro: This is an important message from FACILITYNAME. Please press 1 to continue
Main: This is a reminder from FACILITYNAME, about, ATT_FIRST. APPT_NOTES.
Answering Machine: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a reminder from FACILITYNAME, about, ATT_FIRST. APPT_NOTES. If you need to contact us, please call PHONENUMBER. Thank you.
Will Try Again: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a reminder from FACILITYNAME, about, ATT_FIRST. APPT_NOTES. If you need to contact us, please call PHONENUMBER. Thank you.
User Input: To confirm receipt of this message, press CONFIRM_DIGIT. To repeat this message from the beginning, press REPEAT_DIGIT.
Confirm: Thank you. If you have any questions, please call PHONENUMBER.
Event Type: Reminder
These reminders will go out 2 days prior to the date that the events appear in the Resident Calendar.
Use for Reminder messages. These reminders will go out 2 days prior to the date that the events appear in the Resident Calendar.
Please Note: All information that is included in the ”Notes” field of this Calendar Event will be included in the message below (replacing the APPT_NOTES variable). It is therefore important that you do not enter personal or health information in this field, because the communication channels that we use are not appropriate for this type of information. We recommend caution when using this Event Type.
Intro: This is an important message from FACILITYNAME. Please press 1 to continue
Main: This is a reminder from FACILITYNAME, about, ATT_FIRST. APPT_NOTES.
Answering Machine: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a reminder from FACILITYNAME, about, ATT_FIRST. APPT_NOTES. If you need to contact us, please call PHONENUMBER. Thank you.
Will Try Again: Hello, this is FACILITYNAME. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a reminder from FACILITYNAME, about, ATT_FIRST. APPT_NOTES. If you need to contact us, please call PHONENUMBER. Thank you.
User Input: To confirm receipt of this message, press CONFIRM_DIGIT. To repeat this message from the beginning, press REPEAT_DIGIT.
Confirm: Thank you. If you have any questions, please call PHONENUMBER.
Appointment Type: Reminders
VOICE
INTRO: This is Doctor Smith’s office. For a message about your appointment press 1
MAIN: This is a reminder, Jane, about your appointment with Doctor Smith, on October 20th, at 10:30.
ANSWERING MACHINE: This is Doctor Smith’s office. If this is not a voicemail recording and you are on the line, press 1. Otherwise, Jane, this is a reminder, about your appointment on 20th, at 10:30, with Doctor Smith. If you need to make any changes to your appointment, please call 555-555-5555 during office hours. Thank you, we look forward to seeing you.
WILL TRY AGAIN: This is Doctor Smith’s office. If this is not a voicemail recording and you are on the line, press 1. Otherwise, we will call again later, for your appointment confirmation. There is no need to call us about this message. Thank you.
USER INPUT: To confirm your appointment press 1. If you need to cancel your appointment press 9 To repeat this message from the beginning, press 0
CONFIRM: Thank you. You have confirmed your appointment for October 20th, at 10:30. We look forward to seeing you. Goodbye
CANCEL: Thank you. Your appointment with Doctor Smith has been cancelled. If you would like to reschedule, call 555-555-5555 during office hours. Goodbye.
INPUT TIMEOUT: Sorry, I did not receive your reply.
BAD INPUT: Sorry, I didn’t understand that, please try again.
SMS
MESSAGE: Reminder: Jane, you have an appointment on October 20th at 10:30 with Dr. Smith. Text 1 to confirm or 9 to cancel appointment
CONFIRMED: Appointment on October 20th at 10:30 is confirmed. For any further changes call 555-555-5555
CANCELLED: Appointment on October 20th at 10:30 has been cancelled. To reschedule, call APPT 555-555-5555
Appointment Type: Booking Notifications
VOICE
INTRO: This is Doctor Smith Smith’s office. For a message about your appointment booking notification, press 1.
MAIN: This is an appointment notification for Jane. We have received a referral from your physician, and have booked an appointment for you with Doctor Smith Smith, on APPT_DATE_YEAR, at APPT_TIME.
ANSWERING MACHINE: This is Doctor Smith’s office. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is an appointment booking notification for Jane. We have received a referral from your physician, and have booked an appointment for you with Doctor Smith Smith, on APPT_DATE_YEAR, at APPT_TIME. If you need to make any changes to your appointment, please call SAY_PHONE during office hours. Thank you, and goodbye.
WILL TRY AGAIN: This is Doctor Smith’s office. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is an appointment booking notification for Jane. We have received a referral from your physician, and have booked an appointment for you with Doctor Smith Smith, on APPT_DATE_YEAR, at APPT_TIME. If you need to make any changes to your appointment, please call SAY_PHONE during office hours. Thank you, and goodbye.
USER INPUT: To confirm you have received this notification, and plan on attending this appointment, press 1. If you need to cancel or reschedule your appointment, press CANCEL_DIGIT. To repeat this message from the beginning, press REPEAT_DIGIT.
CONFIRM: Thank you. You have confirmed your appointment for APPT_DATE_YEAR, at APPT_TIME. Goodbye
CANCEL: Thank you. Your appointment with Doctor Smith Smith, has been cancelled. If you would like to reschedule, please call SAY_PHONE during office hours. Goodbye.
INPUT TIMEOUT: Sorry, I did not receive your reply.
BAD INPUT: Sorry, I didn’t understand that, please try again.
SMS
MAIN: Appointment Booking Notification: Hello Jane. We have received a referral from your physician and have booked an appointment for you with Dr. Smith on Saturday, October 26, 2024 at 1:40 p.m. Please text 1 to confirm that you have received this message and that you will be attending this appointment or 9 to cancel or reschedule your appointment.
CONFIRMED: Thank you. Your appointment on Saturday, October 26, 2024 at 1:40 p.m. is confirmed. For any further changes, please call (555) 555-5555.
CANCELLED: Thank you. Your appointment on Saturday, October 26, 2024 at 1:40 p.m. has been cancelled. To reschedule, please call (555) 555-5555.
Appointment Type: Cancellations
VOICE
INTRO: This is Doctor Smith’s office. For an important message about your appointment, press 1.
MAIN: This is a notification, Jane, that due to unforeseen circumstances, your appointment with Doctor Smith, on October 25th, at 11:30am, has been cancelled. I repeat, your appointment has been cancelled. Please contact the office at 555-555-5555 to reschedule your appointment. *OR* We will contact you to reschedule your appointment.
ANSWERING MACHINE: This is Doctor Smith’s office. If this is not a voicemail recording and you are on the line, press 1. Otherwise, Jane, This is a notification, Jane, that due to unforeseen circumstances your appointment with Doctor Smith, on October 25th, at 11:30am, has been cancelled. I repeat, your appointment has been cancelled. Please contact the office at 555-555-5555 to reschedule your appointment. *OR* We will contact you to reschedule your appointment. Thank you, and goodbye.
WILL TRY AGAIN: This is Doctor Smith’s office. If this is not a voicemail recording and you are on the line, press 1. Otherwise, Jane, This is a notification, Jane, that due to unforeseen circumstances your appointment with Doctor Smith, on October 25th, at 11:30am, has been cancelled. I repeat, your appointment has been cancelled. Please contact the office at 555-555-5555 to reschedule your appointment. *OR* We will contact you to reschedule your appointment. Thank you, and goodbye.
USER INPUT: To confirm you have received this message, press 1. To repeat this message from the beginning, press 0.
CONFIRM: Thank you. Please contact the office at 555-555-5555 to reschedule your appointment. *OR* We will contact you to reschedule your appointment. Goodbye.
INPUT TIMEOUT: Sorry, I did not receive your reply.
BAD INPUT: Sorry, I didn’t understand that, please try again.
SMS
MESSAGE:
APPOINTMENT CANCELLED: Hello Jane. Due to unforeseen circumstances, your appointment on October 25th, at 11:30am with De. Smith has been cancelled. Please call the office at your earliest convenience to reschedule.
OR ****We will call you shortly to reschedule your appointment.**** To assist us, please text CONF_CODE to show that you have received this message. Thank you.
CONFIRMED: Thank you. Please call the office at your earliest convenience at 555-555-5555 to reschedule. OR We will call you shortly to reschedule this appointment.
