Page 90 - Client Coordinator

9. Once the campaign is complete, you will want to
know how many calls were completed. On the
bottom right corner of campaign box there is a
circle with three dots.

10. Look thru the list to see if any of the calls were not completed.

11. Any failed calls attempt to call manually.
12. Follow up; once all the calls have been completed it is very important to
make a note on the client’s account in AVImark. Annotate the account with
Client Activation Doctor Calls Made. This will allow you to track and follow
up with your calls. When the clients call back the note on the account
regarding the ROBO Calls it will alert the receptionists to know that we were
trying to get updated status on their pet and if we need to schedule an
appointment today.
13. Saving your call lists in the ROBO folder by date. This will help you track who
was called. Follow up with you ROBO calls to see which calls have been
booked.

When Calls Are Made: Robocalls will be made as 1 wellness reminder call every 2 weeks for total of 3
reminders. Use the recorded messages based on the number of wellness
st
nd
reminders made, 1 , 2 or 3rd. Once all the wellness reminders have been
called 3 times without hearing from client. We will follow the procedure 3052 –
Wellness and Treatment Letters.

Payments for ROBO Calls: Through the slybroadcast campaign dashboard.
Look for the Recharge Account button

Currently we use the pay as you go option. Buy the
number messages we need for the month. Get
with Executive Director or Director of Admin for
payment authorization. Messages are consumed
once the voicemail messages have been
successfully sent.

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