Message types that you can use with communication tasks
A practice manager can configure a communication task to automatically make different types of messages.
These are the message types that you can use with a communication task:
- SMS messages
- Postcards
- Letters
- Phone calls
Each message type of a communication task has a different configuration that a practice manager must do. And the communication task gives a different result for each message type. The table that follows gives:
- Each message type
- The applicable configuration for the message type
- The message and related information that is the result of the communication task
| Message type | Applicable configuration | Result |
|---|---|---|
Mandatory:
| When the communication task completes correctly:
Note: ezyVet uses the time range that a practice manager sets in the Communication Hours system setting to send the messages.
| |
| SMS messages | Mandatory:
| When the communication task completes correctly:
Note: ezyVet uses the time range that a practice manager sets in the Communication Hours system setting to send the messages.
|
| Phone calls | Mandatory:
Optional: A practice manager configures a phone template with the information that staff members use when they speak to clients during the phone calls. | When the communication task completes correctly:
|
| Letters | Mandatory: The contact records of clients must have a postal address set. Optional but recommended: A practice manager configures a document template that has the content of the letter. | When the communication task completes correctly:
Then, staff can send the letters to clients. |
| Postcards | Mandatory:
| When the communication tasks completes correctly:
|