Contact the referral

Modified on Wed, 9 Jul at 8:45 PM

The Honey Platform offers built-in communication options. Using these options will automatically log your actions and update statuses as applicable.


TABLE OF CONTENTS


Calling


 After selecting the referral, you will see a black button at the bottom of your screen with the wording "Call options". Clicking this will show 4 choices for you to select from in order to contact the referral using "voice".


These choices include Browser, Proxy, Video, and Manual. If any option is selected/started, the referral's status will automatically update to "contacted" on your behalf.


Not all call options are available in every country. The Honey Platform will alert you if an option is not available.



Messaging

 

We also offer messaging with SMS, WhatsApp, and email which are all available in the "Messages" tab. Simply select the option you'd like to use from the dropdown, type your message, and click "send".


If the referral replies to your message, you will receive an email notification letting you know.


These emails will come from "hello@app.trialbee.com", so please be on the lookout for these messages. You may want to save this email or add it to your email's whitelist to ensure they are received and get sent to your main inbox.

Not all messaging options are available in every country. The Honey Platform will alert you if an option is not available.



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Next step (coming soon)



What's a browser call?

What are the different ways to contact a patient?

What's the browser calling experience for the patient?

What's the benefit of using browser calls?






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