The TouchPointCare system has developed a sophisticated, yet simple to use, scheduling process that allows the user to create any possible contact schedule



  • Recurring – The first step is to decide if the contact schedule is “Recurring” or more than one instance. If there is only one instance, select “No Recurrence”. Otherwise, select Daily, Weekly, or Monthly to create the desired “recurring” contact pattern. The Random Choice allows the user to select specific dates for the contact schedule.
  • Start Date – The next step is to select the Start Date for when the first scheduled contact should take place.
  • End Date– By selecting and entering an End Date, the system will ensure that no TouchPoint instances will occur after that date.
    • End Date Example: On any date, say June 1, a TouchPoint creation begins with the Group associated with the Series. The intended contact schedule is daily contact for 5 days and an end date of June 6, or 5 days from the Start Date of the TouchPoint
  • Duration – On the other hand, the Duration option enables the user to repeat a non-random contact schedule for each Participant added to the Group that is part of the TouchPoint.


    • By selecting Duration and entering 10 days, the system has been programmed to do the following automatically:
      • All participants in the Group on Start Date of June 1 will have a daily contact schedule with 10 instances, beginning June 1 and ending in 10 days on June 11.
      •  For any new Participant added to the Group after June 1, the system will repeat the entire schedule. A Participant added to the Group on June 2 will have a start date of June 2 with a scheduled contact every day for 10 days. A Participant added on June 3 will have a start date of June 3 with a scheduled contact every day for 10 days, etc.
    • Duration Example: A TouchPoint is created with a start date of January 1 and a contact schedule of weekly on Monday, Wednesday, and Friday for a period of three months. By selecting Duration of 90 days the system formula will schedule contacts two days after a Participant is added to a Group for every Monday, Wednesday, and Friday for 90 days.
    • Duration is a very powerful TouchPoint Care scheduling tool. By creating a TouchPoint and selecting Duration, a user can ensure that any time a Participant is added to the Group in that TouchPoint, that Participant will automatically receive that contact schedule.
  • Start Time – Is the time of day when outbound, inbound and IVR calls will begin.
  • Advanced Settings:
    • The Expiration: after “n” days means the user can decide to cancel or expire a TouchPoint instance scheduled after “n” days. This feature is generally used for Inbound calls
    • The option to “Add New Participants (Added to Group) to TouchPoint Schedule Immediately?” changes the default setting of the Duration “Start Date” formula explained above. When this option is selected it means that whenever a Participant is added to the Group in this TouchPoint, they will be included in the next scheduled contact and all subsequent scheduled contacts.
    • Example: The intended contact schedule has a Start Date of April 1 and is monthly for 6 months of contact. The Duration would be set for as many days as necessary to create six scheduled contacts, once a month, or 180 days.
    • By Selecting “Add New Participants (Added to Group) to TouchPoint Schedule Immediately?”, the system is now programmed to do the following automatically:
      • All participants in the Group on April 1, will have a monthly contact schedule with 6 instances, beginning April 1 and ending in 6 months on September 1.
      • For any new Participants added to the Group, the system will give them a Start date of April 2 with 6 schedule instances through September 1. Participants added to the Group through April 30 will have a start date of the next scheduled contact – May 1, with 6 scheduled instances though October 1, etc.