You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Home > Clear Connection 2.0 > SOP-V-2015 Initiating and Sending a Message in CC
SOP-V-2015 Initiating and Sending a Message in CC
print icon

 

 

Initiating and Sending a Message in CC

Standard Operating Procedure

 

Department:

NAC

SOP ID:

SOP-V-2015

Date:

2/3//2020

Sign Off:

JG

Procedure / Policy Overview

How to accurately initiate and send a new message to a client in clear connection.  


 

 

Policy - Initiating and Sending a Message in CC

 

  1. All Communication Between the Coach and online Client is Initiated and Conducted in Clear Connection

    1. To ensure that communication is all documented in one place, Clear Skin Coaches are to keep all email/message communication within the Clear Connection Portal. If a client directly emails the Coach, the response should be initiated and completed through Clear Connections’ message feature.

  2.  Messages Are to Be Checked for Spelling and Grammar

    1. All written communication from a Coach to a Client is to be grammatically correct and without spelling errors. Clear Connection and Email all contain spell check devices. The Clear Skin Coach is to use their professional writing skills at all times during communication.


 

 

Task - Initiating and Sending a Message in CC

Navigate to Clear Connection to view and send messages

 

  1. Search for the client in clear connection by clicking on the “Clients” tab on the upper right hand side.

  2. Click on the client's name and pull open their dash. 

  3. Once in the client dash, click the Message button and that will bring you to the message section and where you can type your message. 

 



TO VIEW VIDEO: CLICK ON THE IMAGE

 

 

 

Conclusion

 

  • Initiate a new message in cc




 

 

Revision History


 

Date

Version

Description 

Approved

2/3/2021

1.0.0

Initial document created

bee

       
       
       
       
       

 

Feedback
0 out of 0 found this helpful

scroll to top icon