Family and client communication in aged care involves manually checking schedules, retrieving contact details, drafting messages, and sending notifications across multiple channels. This repetitive work consumes significant coordinator time and creates gaps in audit trails.
Automation triggers personalized messages based on appointment data, sends them across email and SMS simultaneously, logs all communications automatically, and alerts staff to family replies.
The full workflow, from trigger to completion.
The automation checks the appointment schedule daily and identifies residents with upcoming appointments or care events in the next 24 to 48 hours.
The system retrieves family contact details and communication channel preferences, including email, SMS, and messaging app handles.
The automation composes a personalized notification message for each family member, including resident name, appointment details, and any care notes.
The message is sent automatically to the family member's email address, with a copy to relevant care staff.
A separate SMS message is sent to the family member's phone number if SMS is their preferred channel.
The automation records the date, time, recipient, message content, and delivery status in the resident's contact record for audit and compliance.
Family replies are automatically flagged and logged, allowing the coordinator to respond promptly without constant email monitoring.
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