Honey provides six ways to contact patients directly from the platform—three for calling and three for messaging. These methods are secure, built-in, and automatically track your communication activity (where applicable).
TABLE OF CONTENTS
Calling options
To initiate a call:
- Open the Candidate Assessment area in Honey.
- Click on a candidate from the list.
- Select the “Call Options” button at the bottom of the screen.
- Choose the method you'd like to use.
| What is it? | How to use it | Benefits | Is activity logged? | Devices needed | Voice recorded? | Can patient call back? |
|---|---|---|---|---|---|---|
| Browser Call | Click “Call Options” → Select “Browser” | No phone needed; fully in-platform | ✅ Yes (call + duration) | Computer + Microphone | ❌ No | ❌ No |
| Proxy Call | Click “Call Options” → Select “Proxy” | Mask your number using a one-time code | ✅ Yes (call + duration) | Phone | ❌ No | ❌ No |
| Video Call | Click “Call Options” → Select “Video” | Ideal for detailed conversations or virtual visits | ❌ No | Computer + Microphone + Camera | ❌ No | ❌ No |
| Manual Call | Click “Call Options” → Select “Manual” | Use your own phone for full flexibility | ✅ Yes (number reveal is logged) | Phone | ❌ No | ✅ Yes (to your number) |
Messaging options
To send a message:
- Open the Candidate Assessment area in Honey.
- Select a candidate and go to the “Messages” tab.
- Choose the message type (Email, SMS, or WhatsApp) and send.
| What is it? | How to use it | Benefits | Is activity logged? | Devices needed | Can patient reply? |
|---|---|---|---|---|---|
| “Messages” tab → Select “Email” | Best for formal or detailed communication | ✅ Yes | None | ✅ Yes (in Honey) | |
| SMS | “Messages” tab → Select “SMS” | Great for quick reminders or updates | ✅ Yes | None | ✅ Yes (in Honey) |
| “Messages” tab → Select “WhatsApp” | Familiar, real-time messaging experience for patients | ✅ Yes | None | ✅ Yes (in Honey) |
Tips for choosing the right method
- Use Browser Call or Proxy Call when you want to stay within the platform and ensure activity is tracked.
- Choose Manual Call only if you’re okay with manually logging your activity and with the patient having your phone number.
- Use Email for formal communications (e.g., instructions, confirmations).
- Choose SMS or WhatsApp for casual check-ins or quick follow-ups.
- Consider Video Call for eligibility conversations, virtual screening, or building trust.
Related articles
How can I use browser calling?
Turn on browser microphone for browser calling
What's the browser calling experience for the patient?
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article