Collaboration

Keep your office, caregivers and guardians in touch, in the same system

SpokeChoice Collaboration puts messages, chat, notes and reminders where your team already works, and does the routine follow-up for you: weekly tasks find missing, expired and unsigned documents and message the people who need to act.

  • Messages to one person or a whole group
  • Chat that follows assignments
  • Follow-up done for you every week
Everything in one place

Messages, chat, notes and reminders, where your team already works

Messages

Send an in-app message to one person or a group, such as every guardian who still needs to sign this period's timecards. People see a notice when they sign in.

Chat

Live two-way conversations that follow assignments: providers with their guardians, supervisors and administrators, and guardians with their providers. Conversations are kept as a permanent record.

Notes

Permanent, date-stamped notes on employees, clients and guardians, for incidents, no-shows or anything the team needs to know. The record helps with disputes such as unemployment claims.

Scheduled tasks

Set up once, run every weekend: find documents that are missing, expired, unreviewed or unsigned, and notify each person who needs to act, by message or email.

Reminders

Set a reminder for yourself or someone else. It's sent on the date you pick, as an in-app message or an email.

On their phones

People who turn on notifications get messages as push notifications, even when the browser is closed.

Saves time and money

The follow-up that does itself

Set up a scheduled task once, and Collaboration does the chasing every weekend. When someone opens their message, its button takes them straight to the document, ready to fill out and sign. Fix it, and the message clears itself.

  • A task status list shows every open issue and whether the person has read their message, with a button to remind them again.
  • Anything still not fixed comes back the next weekend, so nothing slips through.
  • From the Document Vault, ask a person to add, sign or send you each document they're missing, in a couple of clicks.
Diagram: a scheduled task on the server sends an email
From a scheduled task
to email
Diagram: a message sent from one person's screen to another's
From one person's screen
to another's
Frequently asked questions

Collaboration questions

What is SpokeChoice Collaboration?

The part of SpokeChoice that keeps your team in touch: in-app messages, chat, permanent notes, reminders, and scheduled tasks that find missing, expired and unsigned documents and message the people who need to act.

Who can chat with whom?

Chat follows assignments. Administrators can chat with anyone, supervisors with their assigned people, providers with their assigned guardians, supervisors and administrators, and guardians with their assigned providers, supervisors and administrators.

How do scheduled tasks work?

You set up a task once, choosing what it looks for and whether it sends an in-app message or an email. It runs every weekend and messages each person who needs to act, with a button that takes them straight to the fix. Fixing it clears the message.

Can notes and chats be deleted?

Chat conversations are a permanent record and can't be deleted. Notes are date-stamped, and only the person who wrote a note can change or delete it.

Do messages reach people's phones?

Yes, for people who turn on notifications. In-app messages can arrive as push notifications, even when the browser is closed.

See Collaboration in SpokeChoice

In a free demo we'll set up a scheduled task, send a message to a group, and show you what your caregivers and guardians see.

Book a demo

Book a demo, and ask us about switching

We'll show you SpokeChoice with your own workflows and walk through how your agency would move over. This form goes straight to our sales team.

Already use SpokeChoice? This form only reaches sales. Go to Member Sign-In, or use the Help button for support.

En español

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