Messages to clients are sent in ‘conversations’. Search for your client’s contact details and choose the channel to contact them on. Type a new message or select a template to get started.
To start a new conversation with a client, select Conversation from the Create menu in the top toolbar.
Either search for your registered client’s details in the top box or enter their mobile number in the bottom box.
When searching, you will need to select the correct client (there may be multiple results)
If there is already an open conversation with this client, Digital Practice will provide a Go to conversation button
If there is no open conversation, select the desired mobile number (there may be multiple results).
Now choose your required comms channel (your clinic may not have all of these available)
WhatsApp
SMS - we also as default ‘fall-back’ to SMS if the number you selected doesn’t have a registered WhatsApp account
Facebook Messenger - your client must have previously messaged in using Messenger and completed id verification before you can use this channel outbound. Read more here
Optionally, select a specific patient to associate your conversation with.
On the next screen, you can choose to
Enter a message and send it immediately
Leave the message field blank and just open a new conversation screen
Use a template
