How Caregivers can Accept Pending Schedules via Text Message
When Caregivers have been added as a Pending Caregiver onto a Schedule, they can reply to the pending text that they received a special command to accept the schedule, instead of having to call the office and speak to an office staff person.
When a Caregiver receives either a text or email notification of an available schedule, the message will contain the Event ID.
To accept a pending schedule, the caregiver can text '#accept 12345' to the office texting number. (If '12345' is the Event ID of the schedule.)
To decline a pending schedule, the caregiver can text '#reject 12345' to the office texting number.
Once a caregiver has accepted a schedule, other caregivers who may have been added as Pending caregivers to that schedule will no longer be able to accept that schedule. Caregivers will also not be able to accept a schedule that conflicts with another existing schedule they already have.
If a caregiver declines a schedule, the Pending record will be updated accordingly.
Upon sending either an '#accept' or '#reject' message, the caregiver should receive a text confirmation whether their action was successful.
How to Configure the System to Allow Caregivers to Accept Pending Schedules via Text Message
Open the Agency Office Module, Optional Tab, and click on the Telecom - IVR Settings tool under the Remote Access dropdown. Edit the setup and click on the SMS Setup panel and click on the Hashtags tab within this panel. Click on the 'Choose' button and ensure that the 'Accept' and 'Reject' commands are added to the list of enabled commands.