Client Info Sheets Make Enrolling Program Participants Simpler

Posted October 10, 2019 by Alexander Kennedy

ConnectComply’s newest feature, Client Info Sheets, helps you get new program participants up and running in no time with thorough instructions and up-to-date, personalized participant information.

With Client Info Sheets, facility staff can generate a printable document for program participants with all the information needed for downloading ConnectComply and checking in.

A handy QR code is provided on the Client Info Sheet to make downloading ConnectComply easy. Simply scan the code with your smartphone’s camera and you’ll be brought to the ConnectComply app store page.

No more writing down every detail on a card for each person. At the top of the sheet, the participant’s Username, PIN, Case Manager, Check-In Window, and Check-in Phone Number are displayed. This guarantees your participants get the most accurate information regarding their ConnectComply account and program requirements.

Following the participant’s unique information, they’ll find detailed instructions regarding check-in methods available to them as well as helpful guidelines to follow when using the ConnectComply app to ensure program compliance.

Client Info Sheets will save time while giving you peace of mind knowing your program participants have everything they need to get started on the right track!

See our guide to printing Client Info Sheets and more on support.call2test.com.

  • Looking for help on how to use this feature or something else? Visit our support site, support.call2test.com, to learn more or to contact us.
  • Not using Call2test or ConnectComply and want to schedule a demo? Contact us today!