1. Make referrals on your call report by clicking the "search resources" button from within the call report and make referrals to resources, as you normally would
   
2. After you finish making referrals, close the Search Resources window and go to the Resources tab of your call report
   
3. The referrals you made are listed on the Resources tab under 'Referrals made in this call report' and you will see a check box with a Cell Phone icon next to each referral
   
1. Note, the details that appear in the SMS referral area are generated using the SMS Referral Template
4. Select the Cell Phone check box next to each referral you wish to send as a text message to the help seeker, and adjust the text that appears in the text box next to the Cell Phone icon; the text as it appears in this text box will be sent to the help seeker as a text message
   
5. Below the list of resources, enter the help seeker's phone number in the appropriate text box
   
6. Click 'Submit' and the selected resources will be sent as a text message to the help seeker
   
1. Remember, cell phone providers have varying character limits set for each text message, so it is likely the help seeker will receive more than one text message per referral
   
7. When you 'View' a submitted call report, notice under each referral the date and time and 'Sent by Text/SMS' is documented
   

1. List the names of the call reports you wish to enable this feature in
   
2. For each form you wish to enable this feature in, specify which phone number you wish to use, choosing from the following options:
   
1. Phone Number owned by your organization, enabled for 2-way texting: if you use the same phone number when sending referrals by SMS as you use for an SMS portal in iCarol, then if the individual who receives the referral sends an SMS message back to the referral message, their response will be sent to the SMS queue associated with that phone number as a new conversation if the SMS portal is online, or they will receive the offline message if the SMS portal is offline. If you have more than one SMS/Text Portal, then you can specify which phone number is used in each call report form. 
   
2. Phone Number owned by your organization, enabled for 1-way (outbound) texting only: if you have a phone number that is only enabled for one-way texting, you can request iCarol Support use this number, and customize the auto-response message if a help seeker responds by text after receiving a referral text message from you. The recommended maximum number of characters you should include in a message is 160. This makes it so the message is likely to fit into one text message when received by the help seeker. 
   
3. 898211 EMS/PreventionPays: if your organization uses EMS/PreventionPays software, you can integrate your 898211 number with this feature
   
4. iCarol Default Number: a phone number owned by iCarol for 1-way (outbound) texting; an auto-reply message is programmed to be sent back to help seekers if they try and text this number
   
3. Setup your organizations 'Custom Referral Details Template', if you wish

Please note, enabling the feature to send referrals by text will generate SMS message traffic that will count towards your organizations monthly allotment of messages and may incur additional charges from iCarol. Also the recipient will incur normal per-message charges from their mobile phone service provider. 

How to send SMS Referrals by 898211

1. Log into iCarol as a user with access to Contact Forms
2. Create a new contact record using a form that has SMS Referrals enabled and the 898211 text relay code configured
3. Make as many referrals as you wish on a Contact Record
4. Close the Search Resources window, and go to the Resources tab of the Contact Record
5. Select the checkbox under the cell phone icon next to each referral you wish to send as a text message, or to select all checkboxes, click the link to 'Check all SMS referrals' at the bottom of the page under the Mobile Phone Number field
6. At the bottom of list of resources in the Mobile Phone Number field, add the help-seekers SMS number
7. Under the Referrals Made In This Report area, the SMS Referral text will populate for each resource; edit this information as you wish, as this is the information that is sent to the help seeker
   
1. Note, the referral name doesn't appear in this text box, but will always be sent to the help seeker. For example, if you make a referral to a Program named 'ABC Food' from the Agency 'Elmdale Helps', you may see the text box begins with "offered by Elmdale Helps - Phone number: 555-867-5309...". When the text message is sent to the help seeker they would receive a message that says "ABC Food offered by Elmdale Helps - Phone number: 555-867-5309...", even though you didn't see "ABC Food" included in the text box. 
   
8. Submit the Contact Record, and the referrals will be sent to the help seeker's cell phone immediately after; note, referrals aren't sent when you 'Save as Draft', they are only sent when you 'Submit' the Contact Record
9. When viewing and editing the submitted contact record, a log of the sent text message(s) will display
   

1. the referral name is sent at the beginning of every text message, but it will not appear in the 
2. when a help seeker responds to an 898-211 text message, that is handled by EMS/Prevention Pays and iCarol has no control over what happens
3. when surveys are sent from 898-211, that is handled by EMS/Prevention Pays and iCarol has no control over what happens, and the data is never sent back to iCarol