Care Manager has patient contact functionality, useful for recording your engagement with an identified opportunity. 

Contacting Care Manager Opportunities

To book a patient for their un-booked treatment, you'll need to find out when they're available. The Contact functionality in Care Manager enables you to send Online Booking links via Email or SMS.

1. Open Care Manager by clicking the Care Manager icon at the top of your system.
   • Or via Administration - Care Manager.
2. Select an opportunity by clicking on the required row.
   💡 Tip: The contact functionality requires the Online Booking feature to send booking links to patients.
3. Click the Contact button at the bottom of the screen.
   • You can now Select an appointment.
   • Review the appointment details.
   • Select your communication method: Email or SMS.
   • Select a template; this will default to the last used template, however, you can use the selection option to choose an alternative.
4. Alternatively, if you're going to contact patients by phone, click the relevant phone number to open a notes prompt where you can record information about the phone conversation.

Once you have contacted a patient, you can use the Book, Assign, Snooze, and Reject options to set the required status for the patient and their treatment.