Accepting Pending Schedules via the IVR System
- akapteyn (Unlicensed)
How Caregivers can Accept Pending Schedules via the HomeTrak IVR System
When Caregivers have been added as a Pending Caregiver onto a Schedule, they can call in to the IVR System to accept the open schedules in the system, instead of having to call the office and speak to an office staff person.
If you have an IVR number for your office, and your settings are configured to allow caregivers to accept open schedules using the IVR, your caregivers can call in to the IVR system, listen to the prompts and either accept or decline the schedule. If the caregiver accepts the schedule using the IVR prompt, the schedule is automatically updated and that caregiver is set as the caregiver for the schedule, and pending records attached to that schedule are updated accordingly.
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 hear or 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, and they will no longer hear that schedule in their list of open schedules.
How to Configure the System to Allow Caregivers to Accept Pending Schedules via IVR
Open the Agency Office Module, Optional Tab, and click on the IVR Settings tool under the Remote Access dropdown.
Check the Pending Schedules check box. You can also input a value in the corresponding Max Records field to limit the number of schedules presented to the caregiver at one time. (0 = unlimited)