Embedding Information into a Text Message

When sending out automatic schedule texts, Companion has the ability to include many options.

Creating these settings are completed in the User Defined Module.

Instructions:

In the User Defined Module, click on the Scheduling drop down and select Event Reminders
Click on Add to open the Notice window

Select the Event Category - this relates to the type of event you are applying the message to.
In the Message box, type the message you want to appear in the recipient's text
If you would like to use the options below, include them in the message box.

EXAMPLE: The set up below would result in the Caregiver receiving the following message five minutes prior to all of their schedules:

"You have a schedule with Annie S" <date and time of schedule>

Client Information

All the information below is based on the client/primary person's information.

Text	Description
<ID> <Code>	Person's ID
<Value>	Full Name (Display Name)
<Title>	Title
<First>	First Name
<Middle>	Middle Name
<Last>	Last Name
<Suffix>	Suffix (e.g. Jr., Sr.)
<TitleInitial>	Only the First Character of the Title
<FirstInitial>	Only the First Character of the First Name
<MiddleInitial>	Only the First Character of the Middle Name
<LastInitial>	Only the First Character of the last Name
<SuffixInitial>	Only the First Character of the Suffix

Text	Description
<Location> <Address>	Street address (location of the schedule/event)
<City>	City
<State> <Province>	State or province
<Zip> <MailCode>	ZIP/Postal Code

Text	Description
<EventID>	Event ID
<Start>	Start time
<End>	End time
<Hours>	Length of the event in hours
<CallType> <Service>	Call Type/Service (schedule)
<CallTypeCode> <ServiceCode>	Call Type/Service Code
<Category>	Event Category
<Note>	Event information (tasks and appointments)
<Status>	Event status

Warning

Depending on the fields you use, your text message may become quite large and may be broken into two or more messages, thus incurring extra costs.

HomeTrak Companion Version 6