SOP-2017 View if a Client is Receiving, Viewing, and Opening their NAC Emails in IS

Anne Dwyer

Mar 26, 2022

View if a Client is Receiving, Viewing, and Opening their NAC Emails in IS

Standard Operating Procedure

Department:	NAC
SOP ID:	SOP-V-2017
Date:	2/3/2021
Sign Off:	JG

Procedure / Policy Overview

How to accurately research the client email history to know if the messages from NAC are going through. View messages are being opened by the client to see if they are receiving and opening :

Notifications to complete their Health Questionnaire
their invoices
their treatment plan
messages from their coach

Task - Navigate to InfusionSoft To Check If A Client Is Opening Their Emails From Coach

Navigate to InfusionSoft and search the clients name in the upper right hand corner.

Click the "Emails" tab on the client dashboard

Here is where it will say if a message has been clicked on or not.

Conclusion

Search email history of NAC to client
View past emails that are sent and opened

Procedure / Policy Overview

Task - Navigate to InfusionSoft To Check If A Client Is Opening Their Emails From Coach

Conclusion

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