14-11-2023: Case Reminders

When a Case is started for a Subject they currently receive a single email inviting them to complete their Case Portal. If the subject misses, or forgets, this email they will not complete their Case Portal. This will result in incomplete Cases, delays to start dates and confusion.

We will soon be sending reminder emails to Subjects every 3 days for 9 days to remind them that they have actions to complete. This will reduce the chances of Subjects either forgetting to finish their account activation, or completing their Case Portals.

One of two different email templates will be sent to Subjects, according to the status of their Subject user account:

1. Subject has not activated their account and has an outstanding Case portal - Non-Activated Account email 
2. Subject has activated their account, but still has an outstanding Case Portal - Outstanding Case Portal email

You can see the content of these emails below

Note: There is no action needed, this change will be applied on 14th November 2023.

Email Templates

Non-Activated Account

Hello [name],

[Customer] have recently started the process for [process name] We are still waiting for you to activate your account and begin this process. 

Please follow the below link to do so. [link to case]

If you require any help please do not hesitate to contact us on [email] 

Thank you,

The TaxiPlus Team 

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Outstanding Case Portal

Hello [name],

We are still waiting for you to complete your process for [process name] for [Customer]

Please follow the link below to complete what is required. [link to case]

If you have forgotten your password you can click here to reset it. [link]

If you require any help please do not hesitate to contact us on [email]

Thank you,

The TaxiPlus Team

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