Introduction
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INTRODUCTION ............................................................................................................ 1
Overview......................................................................................................................... 1
Figure 1 Confirm-IT Calendar with 8 Service Providers In Single Day View .......... 1
GETTING STARTED, “The Basics”.............................................................................. 1
Assumptions.................................................................................................................... 1
Sign In ............................................................................................................................. 2
Figure 2 Confirm-IT Password Sign in Screen .......................................................... 2
Selecting A Calendar View............................................................................................. 3
Figure 3 Confirm-IT Calendar Sections Explanation................................................. 3
Figure 4 Sample 3, 6 and 31 Day Calendar Views..................................................... 4
Drop Down View Menu.................................................................................................. 5
Figure 4A Selectable Provider Views......................................................................... 5
Calendar Note ................................................................................................................. 6
Figure 4B Calendar Note ............................................................................................ 6
Marking Holidays in the Calendar .................................................................................. 6
Figure 4C Entering Holidays / Update Reminder ...................................................... 6
SCHEDULING AN APPOINTMENT............................................................................ 7
Figure 5 Blank Appointment Form ........................................................................... 7
Figure 6 Appointment Functions ................................................................................ 8
Refine Search, Search Again .......................................................................................... 9
Figure 6A Search Results – Search Again .................................................................. 9
Appointment Screen........................................................................................................ 9
Figure 6B Appointment Screen, Manual Phone Reminder......................................... 9
Figure 7 Text Message To Mobile Phone ................................................................ 10
Recurring Appointments ............................................................................................... 11
Figure 8 Recurring Appointment Calendar Icon ...................................................... 11
Tool Tips & Right Click Options Menus...................................................................... 12
Figure 9 Tool Tips Information Bubbles.................................................................. 12
Viewing Only a Single Staff Member’s Appointments ................................................ 13
Figure 10 Single Staff Member’s Appointments View............................................ 13
Additional Callout Features .......................................................................................... 14
Notify Now ............................................................................................................... 14
Figure 11 “Notify Now” Progress Indication ........................................................... 14
Range Appointment .................................................................................................. 15
Figure 12 “Range” and “Date” Reminder Call Types.............................................. 15
Date Appointment ..................................................................................................... 15
Help Menu Additions...................................................................................................... 16
Using a Microphone to Record Notification Messages................................................ 16
Telephone User Interface (TUI) Additions................................................................... 16
Customizing Confirm-IT................................................................................................ 16
Nothing contained in this manual shall be deemed to be, and this guide does not constitute, a warranty of, or
representation with respect to, any of the equipment covered. This guide is subject to change without notice, and CTL,
Inc. has no obligation to provide any updates or corrections to this guide. Further, CTL, Inc. also reserves the right,
without prior notice, to make changes in equipment design or components as for any errors or omissions. In no event shall
CTL, Inc. it deems appropriate. No representation is made that this guide is complete or accurate in all respects and CTL,
Inc. shall not be liable be liable for any incidental or consequential damages in connection with the use of this guide.
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