How do I activate and set up SMS notifications for my group practice?

Read on for step-by-step instructions on how to activate and set up SMS notifications in your group practice:

1. From the "Owner" dashboard, click on "Account."

2. Go to "Integrations & Add-ons." Click on "Purchase SMS add-on now" to activate SMS notifications.

3. An alert will pop up showing that we will be running your card on file, and for how much. Click on "Yes, proceed" to continue. Note: this would be enabled for all the clinicians in your group, and SMS integration will be billed for every license in the group. 

4. This is how it looks when the SMS notifications feature is enabled.

5. Patients must consent to receive SMS notifications from their portal accounts. To do this, they can click the "Opt-in" link under "Next Appointment" when they log in. 

6. Or they can go to their "Account" tab and check the "I consent to receive SMS notifications of appointments booked, updated, or canceled" box. 

7. Next, the patient will be prompted to enter their phone number and click on "Proceed" when done.

8. An SMS will be sent to the patient's phone with a 4-digit PIN. They can enter the PIN they received and click on "Proceed." 

9. The patient will see a success notification that they have successfully opted in for SMS notifications.

10. Patients will receive an SMS notification when an appointment is booked/canceled/rescheduled (patients will not be notified for a non-appointment). SMS notifications will not contain any clinician or patient info in them, for HIPAA reasons.

To learn more about the SMS notifications feature, please click here. 

If you have any questions, please contact us.