What are the different ways to contact a patient?

Modified on Tue, 3 Jun at 10:01 PM

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You have 6 different ways to contact patients from Honey as outlined below.

First, you'll need to open the Honey Platform's "candidate assessment" area, click one of the candidates on the list, then select "call options" in black at the bottom of your screen.

	What is it?	How to use it?	Is any activity automatically logged?	What physical device(s) are needed?	Are voice conversations recorded?	Can the patient callback or reply?
Browser call	Use your computer microphone to call the patient	Once you have selected a patient, click "Call options", and select "Browser"	Yes, we will know that you called & how long the call lasted	Computer Microphone	No	No, calls are from you to the patient only
Proxy call	Use a generic number & a unique code to reach the patient	Once you have selected a patient, click "Call options", and select "Proxy"	Yes, we will know that you called & how long the call lasted	Phone	No	No, calls are from you to the patient only
Video call	Use your computer's camera & microphone to have a virtual meeting	Once you have selected a patient, click "Call options", and select "Video"	No	Computer Microphone Camera	No	No, calls are from you to the patient only
Manual call	Dial the patient's number directly from your physical phone	Once you have selected a patient, click "Call options", and select "Manual"	Yes, we will know that you revealed the phone number	Phone	No	Yes, callbacks will go to your phone if you provided your number or callerID

First, you'll need to open the Honey Platform's "candidate assessment" area, click one of the candidates on the list, open the "messages" area, select the message type, and finally create and send your message.

	What is it?	How to use it?	Is any activity automatically logged?	What physical device(s) are needed?	Are voice conversations recorded?	Can the patient callback or reply?
Email	Send email messages to the patient and receive responses	Once you have selected a patient, open the "Messages" tab, and select "Email"	Yes, we will know that you sent a message	Not applicable	Not applicable	Yes, replies will be found on the "Messages" tab
SMS	Send text messages to the patient and receive responses	Once you have selected a patient, open the "Messages" tab, and select "SMS"	Yes, we will know that you sent a message	Not applicable	Not applicable	Yes, replies will be found on the "Messages" tab
WhatsApp	Send WhatsApp messages to the patient and receive responses	Once you have selected a patient, open the "Messages" tab, and select "WhatsApp"	Yes, we will know that you sent a message	Not applicable	Not applicable	Yes, replies will be found on the "Messages" tab

If issue persists, please use the Contact us form inside the Help button (on our Support Site) or email support@trialbee.com