Author Archives: Aviv Efrat

Create a Practitioner Assessment

Practitioner Assessments are observational outcome surveys, created at the start, during or after an intervention. Instructions Step 1. Locate the session you wish to assess. This may exist under a variety of sessions e.g. Family Support, Financial Counselling, Settlement Services. Step 2.  Scroll down… Read More

Create a Client Assessment via SMS

Client Assessments are are surveys completed by your client at the start, during or after an intervention. This method will send the client a SMS message with invitation to complete a series of questions. Instructions Step 1. Locate the session you wish to assess. This may exist under a variety… Read More

Create a Client Assessment via Kiosk

Client Assessments are are surveys completed by your client at the start, during or after an intervention. This method will place an assessment in your client account they can access and complete using a CommunityCI Kiosk login. Instructions Step 1. Locate the session you wish to assess. This may exist under… Read More

Create a Client Assessment via Email

Client Assessments are surveys completed by your client at the start, during or after an intervention. This method will send the client an email with an invitation to complete a series of questions. Instructions Step 1. Locate the session you wish to assess. This may exist under a variety of… Read More

Example Notifications

Email notifications are sent as plain text and exclude images or complex formatting. SMS notifications are sent in simple text. Dates and locations may be hyperlinked by the recipient mobile phone depending on the messaging app they use. Example Email Notification The image below illustrates the format of the email… Read More

Edit a Notification

To change a notification message or send date/time ensure the notification is still pending and follow the steps below. Instructions Step 1. Log into your CRM database (refer to Logging On for further information).   Step 2. Select Notifications from the Top Menu   Step 3. Select… Read More

Create a Notification

Before creating a notification ensure the client you wish to notify has email or mobile phone information configured. Instructions Step 1. Log into your CRM database (refer to Logging On for further information).   Step 2. Search for the required client   Step 3. Select the client detail record… Read More

Notifications Overview

Many appointment based service industries find that a client notification system can assist in reducing the number of missed appointments. The notification functionality is a standard optional extra that can be added to the client module as a sub panel. If your organisation requires notification functionality on other modules please… Read More