Trak will email or text families of upcoming appointments. All sessions that are added in Trak includes a Notify Button which provides the opportunity to email or text and appointment reminder to staff or clients.

Send Reminder Button

When the Notify Clients Button is clicked an option box appears allowing the user to choose to send the reminder by text or email. Both the text and email has an option to be sent in Spanish. The instructions default with a message that is editable and the recipients can be chose to receive the message. If contact information is available it will be listed, it it is not available click Edit info and it will go to the recipients contact info for updating.

Notify Client Example with fictional clients.

When notifying staff there is an option to choose a personnel group and include additional contacts. The instructions can be edited.

Notify Staff Reminder Example

To activate this option a Security Officer will need to update the CAC Contact Information and check the checkbox to allow email notifications. The reminders will list the CAC information from the contact info fields.

An email or text will be sent to an Alleged Victim/Client, Caregiver, or Co-Victim if a cell phone number or email address is entered within the contact information for that person. Offenders, witnesses, and other roles will not receive a text or email.

To set up personnel groups the pick list will need to be set up and the personnel profile will need to be assigned to a personnel group.

Personnel Group Pick List

These are both examples of the email and texts of the appointment reminder.

Email in English with Further Insructions

Email in Spanish

Text in English

Text in Spanish