Page 88 - Client Coordinator

3. Format for the numbers as follows:
a. The first row must be the phone w no special () or -. Just leave a
space in between the area code and the number. (See example).
b. Put in the last name or client id to know which clients you have
called.
c. See the procedure CC 3048 - Wellness and Treatment Call Lists to
pull the wellness reminder lists. 6, 8 and 10-week reminder lists will
be used to create the ROBO calling list.
d. Instead of printing the reminder list, change to the “Print to” drop
down box and choose Excel. This will allow you to quickly generate
the call lists.
e. Ensure to check the Preview box is selected, and then click on print
at top and choose analysis.

4. Remove parentheses () and dashes – from the phone numbers.

913 638 8668 Ackerman

214 636 9416 Adkins

214 697 6620 Alton
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