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Routine Engagement "Out-of-the-Box" Templates
Routine Engagement "Out-of-the-Box" Templates

Detailed breakdown of the message sections and verbatim wording for the six pre-made, Out-of-the-Box templates for Routine Engagement.

Kristi Aruja avatar
Written by Kristi Aruja
Updated over a week ago

The following are the pre-loaded templates for voice calls. The same information is included for messages sent by email and text.

Ite​ms appearing In ALL CAPS & ITALICS ​represent "Variable Tags" that will contain the correct information for each event booked per Resident. (For example; ​FACILITYNAME, RESIDENTNAME, PHONENUMBER, ​etc...).


Event Type: 'Initial'

Use for Initial Care Conference

Intro: ​This is an important message from ​FACILITYNAME​. Please press 1 to continue

Main​: Hello, ​RESIDENTNAME​ has an initial care conference on ​DATEANDTIME​. The initial care conference is an opportunity for you and ​RESIDENTNAME​ to review assessments conducted by the multidisciplinary team and to establish collaborative goals. This important care conference allows you an opportunity to discuss ​RESIDENTNAME​ 's stay with us since admission. No action is required; however, if you cannot make this meeting and you would like to reschedule please contact us at ​PHONENUMBER​. Thank you.

Answering Machine​: Hello, This is an important message from ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, ​RESIDENTNAME​, has an initial care conference on ​DATEANDTIME​. The initial care conference is an opportunity for you and RESIDENTNAME​ to review assessments conducted by the multidisciplinary team and to establish collaborative goals. This important care conference allows you an opportunity to discuss ​RESIDENTNAME​ 's stay with us since admission. No action is required; however, if you cannot make this meeting and you would like to reschedule please contact us at PHONENUMBER​. Thank you.

Will Try Again​: Hello, This is an important message from ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, ​RESIDENTNAME​, has an initial care conference on ​DATEANDTIME​. The initial care conference is an opportunity for you and RESIDENTNAME​ to review assessments conducted by the multidisciplinary team and to establish collaborative goals. This important care conference allows you an opportunity to discuss ​RESIDENTNAME​ 's stay with us since admission. No action is required; however, if you cannot make this meeting and you would like to reschedule, please contact us at PHONENUMBER​. Thank you.

User Input​: To confirm your attendance press CONFIRM_DIGIT. If you are unable to attend, please contact us directly. To repeat this message from the beginning, press REPEAT_DIGIT

Confirm: ​Thank you. You have confirmed your attendance for the initial care conference on DATEANDTIME​. If you need to reach us, please call us at ​PHONENUMBER​.


Event Type: 'Quarterly'

Use for Quarterly Care Conference

Intro​: This is an important message from ​FACILITYNAME

Main: This is ​FACILITYNAME​. ​RESIDENTNAME​ 's, upcoming care plan review will begin within the next week. You do not need to come in person for this quarterly care plan review. We would like to hear from you about any potential changes to the care plan that you may suggest. The phone number is ​PHONENUMBER​. If you are satisfied with the current care plan, there is no need to call us back. We welcome your input at any point of time for suggestions or concerns related to RESIDENTNAME​ 's plan of care.

Answering Machine​: Hello, this is ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is ​FACILITYNAME​ calling to notify you that ​RESIDENTNAME​ 's, upcoming care plan review will begin within the next week. You do not need to come in person for this quarterly care plan review. We would like to hear from you about any potential changes to the care plan that you may suggest. The phone number is ​PHONENUMBER​. If you are satisfied with the current care plan, there is no need to call us back. We welcome your input at any point of time for suggestions or concerns related to ​RESIDENTNAME​ 's plan of care. If you need to contact us, please call ​PHONENUMBER​. Thank you.

Will Try Again​: Hello, this is ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is ​FACILITYNAME​ calling to notify you of ​RESIDENTNAME​ 's, upcoming care plan review will begin within the next week. You do not need to come in person for this quarterly care plan review. We would like to hear from you about any potential changes to the care plan that you may suggest. The phone number is ​PHONENUMBER​. If you are satisfied with the current care plan, there is no need to call us back. We welcome your input at any point of time for suggestions or concerns related to ​RESIDENTNAME​’s plan of care. If you need to contact us, please call ​PHONENUMBER​. Thank you.

User Input​: To confirm receipt of this message, press CONFIRM_DIGIT. To repeat this message from the beginning, press REPEAT_DIGIT.

Confirm​: Thank you. If you need to contact us, please call ​PHONENUMBER​.


Event Type: 'Annual'

Use for Annual Care Conference

Intro​: This is an important message from ​FACILITYNAME​. Please press 1 to continue.

Main​: This is a reminder from ​FACILITYNAME​, about ​RESIDENTNAME​ 's upcoming annual care conference, on ​DATEANDTIME​. The annual care conference is to review care, and we strongly recommend your participation. The interdisciplinary care team most involved will be present. We look forward to your participation.

Answering Machine​: Hello, this is ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, we are calling about, ​RESIDENTNAME​ 's upcoming annual care conference, on ​DATEANDTIME​. The annual care conference is to review RESIDENTNAME​’s care, and we strongly recommend your participation. The inter disciplinary care team most involved will be present. We look forward to your participation on DATEANDTIME​, for ​RESIDENTNAME​ 's annual care conference. If you need to contact us, please call ​PHONENUMBER​. Thank you.

Will Try Again​: Hello, this is ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, we are calling about, ​RESIDENTNAME​ 's upcoming annual care conference, on ​DATEANDTIME​. The annual care conference is to review ​RESIDENTNAME​’s care, and we strongly recommend your participation. The interdisciplinary care team most involved will be present. We look forward to your participation on ​DATEANDTIME​, for RESIDENTNAME​ 's annual care conference. If you need to contact us, please call PHONENUMBER​. Thank you.

User Input​: To confirm your attendance press CONFIRM_DIGIT. If you are unable to attend, please contact us directly at ​PHONENUMBER​. To repeat this message from the beginning, press REPEAT_DIGIT.

Confirm​: Thank you. You have confirmed your attendance for ​RESIDENTNAME​ 's annual care conference, on ​DATEANDTIME​. If you need to contact us, please call ​PHONENUMBER​.


Event Type: 'External'

Use for External Appointment

Intro​: This is an important message about ​RESIDENTNAME​ from ​FACILITYNAME​. Please press 1

Main​: This is a reminder, that ​RESIDENTNAME​ has an appointment outside of the FACILITYNAME​ premises, on ​DATEANDTIME​.

Answering Machine​: Hello. This is ​FACILITYNAME​, calling with a message about RESIDENTNAME​ 's upcoming appointment. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is a reminder, that ​RESIDENTNAME​, has an appointment outside of ​FACILITYNAME​, on ​DATEANDTIME​. You will need to make the necessary transportation and escort arrangements. We will ensure ​RESIDENTNAME​ is ready for pick up with the required documentation. If you are unable to make these arrangements, contact us at PHONENUMBER​. Thank you

Will Try Again​: Hello. This is ​FACILITYNAME​, calling with a message about RESIDENTNAME​'s upcoming appointment. If this is not a voicemail recording and you are on the line, press 1. Otherwise, this is a reminder, that ​RESIDENTNAME​, has an appointment outside of ​FACILITYNAME​, on ​DATEANDTIME​. You will need to make the necessary transportation and escort arrangements. We will ensure ​RESIDENTNAME​ is ready for pick up with the required documentation. If you are unable to make these arrangements, contact us at PHONENUMBER​. Thank you.

User Input​: To confirm that you have received this message and that you will be making the necessary transportation and escort arrangements for ​RESIDENTNAME​, press CONFIRM_DIGIT. If you are unable to make this appointment or accompany ​RESIDENTNAME for this scheduled appointment, please contact us ​PHONENUMBER​. To repeat this message from the beginning, press REPEAT_DIGIT​.

Confirm​: Thank you. You have confirmed that you will be making the necessary transportation and escort arrangements for ​RESIDENTNAME​ to attend the appointment scheduled on DATEANDTIME​. We will ensure ​RESIDENTNAME​ is ready for pick up with the required documentation. If your schedule changes, please notify our staff at ​PHONENUMBER​. Thank you.


Event Type: 'Message'

Use for Messages you would like to send on the same day (if entered by 5 pm). If entered after 5 pm, Messages will be sent at 5 pm the following day.

Please Note: All information that is included in the ​"Notes" field​ of this Calendar Event will be included in the message below (replacing the ​APPT_NOTES variable). It is therefore important that you do not enter personal or health information in this field, because the communication channels that we use are not appropriate for this type of information. We recommend caution when using this Event Type.

Intro​: This is an important message from ​FACILITYNAME​. Please press 1 to continue.

Main​: This is a message from ​FACILITYNAME​ regarding ​RESIDENTNAME​. ​APPT_NOTES.

Answering Machine​: Hello, this is ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a message from ​FACILITYNAME​ regarding RESIDENTNAME​. ​APPT_NOTES​. If you need to contact us, please call ​PHONENUMBER​. Thank you.

Will Try Again​: Hello, this is ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a message from ​FACILITYNAME​ regarding RESIDENTNAME​. ​APPT_NOTES​. If you need to contact us, please call ​PHONENUMBER​. Thank you.

User Input​: To confirm receipt of this message, press CONFIRM_DIGIT. To repeat this message from the beginning, press REPEAT_DIGIT.

Confirm​: Thank you. If you have any questions, please call ​PHONENUMBER​.


Event Type: 'Reminder'

Use for Reminder messages. These reminders will go out 2 days prior to the date that the events appear in the Resident Calendar.

Please Note: All information that is included in the ​"Notes" field​ of this Calendar Event will be included in the message below (replacing the ​APPT_NOTES variable). It is therefore important that you do not enter personal or health information in this field, because the communication channels that we use are not appropriate for this type of information. We recommend caution when using this Event Type.

Intro​: This is an important message from ​FACILITYNAME​. Please press 1 to continue

Main​: This is a reminder from ​FACILITYNAME​, about, ATT_FIRST. ​APPT_NOTES.

Answering Machine​: Hello, this is ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a reminder from ​FACILITYNAME​, about, ATT_FIRST. ​APPT_NOTES​. If you need to contact us, please call ​PHONENUMBER​. Thank you.

Will Try Again​: Hello, this is ​FACILITYNAME​. If this is not a voicemail recording and you are on the line, press 1. Otherwise, This is a reminder from ​FACILITYNAME​, about, ATT_FIRST. APPT_NOTES​. If you need to contact us, please call ​PHONENUMBER​. Thank you.

User Input​: To confirm receipt of this message, press CONFIRM_DIGIT. To repeat this message from the beginning, press​​ REPEAT_DIGIT.

Confirm​: Thank you. If you have any questions, please call ​PHONENUMBER​.


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