|
VOICEMAIL SYSTEM QUICK GUIDE FOR AGENCIES
/ CASE MANAGERS
Step 1:
Reset the CVMS Number to be assigned:
This process will clear all recordings and reset the box to your
agencies default password. Make sure your Agency Extension and
Agency Password are not revealed to clients.
Follow these steps:
Call the RESET NUMBER _______________
When prompted, Press 1.
Enter your AGENCY EXTENSION (“phone number”), which is _____
followed by #.
Enter your AGENCY PASSWORD. Your agency password is-
____________ followed by #.
Enter the 10-digit client mailbox (“extension”) number to reset,
followed by #. The system will verify the number for you.
Press 1 to confirm reset. Press 1 to reset another box or, * to
exit the system.
* If the system will not let you access the voicemail box
after resetting, DO NOT reset the box again. This will break the
voicemail box. Potentially it could take up to several hours for
the box to complete the reset process. If the box has not
completed the reset process, find another unused number to give
to your client.
Step 2:
Assist Client with CVMS Enrollment:
Complete and have the client sign the CVMS Intake/Exit form
Log the client’s name in the Security Log sheet in the CVMS
binder
Fill out a Client Wallet Card with the CVMS number and have the
client choose a password.
Help the client prepare a short greeting to record.
Step 3:
Set up the voicemail box: (It helps to be on a speaker phone)
Have the client dial their CVMS number, when the system
answers, press *.
Enter the default client password _______________Press #.
Have client follow the prompts to finish the set-up process,
including the selection of a new security code.
Step 4:
Leave client a message and assist client with message retrieval
Call and leave client a message using their new CVMS Number.
Have client refer to wallet card or quick guide for retrieval
instructions.
Help client retrieve message by following instructions on wallet
card.
Step 5:
After your client has left your office: Fax or Email the Client
Intake/Outcome Form to the CVMS Manager at: Email:
mgibbs@infolineinc.org Fax: 330-253-1137
|
