Skip to main content

📞 How a Patient can Call or Message Your Clinic from The Scheduling App

Scheduling-app, patient-access, call-clinic, message-clinic

Written by Giselle Mauldin

Helping your patients stay connected with your practice is easy with the Scheduling App! This guide provides step-by-step instructions for clinic staff to walk patients through sending secure in-app messages, accessing clinic contact details, and making calls right from the app.

Prerequisites

  • An active patient account registered in The Scheduling App.

  • The Scheduling App installed on the patient's mobile device (Android or iOS) and signed in.


1. Accessing In-App Messaging

Patients can access conversations from two different areas inside the app:

  1. The Messages ( ) tab located in the bottom navigation bar.

  2. The Message Clinic button within the Clinic () tab.


2. Sending and Receiving Messages

In-app messaging allows patients to communicate securely with your office.

  1. Direct the patient to open the Messages screen using any of the access points above.

  2. Instruct them to type their message into the input bar at the bottom of the screen.

  3. Tap the Send button to transmit the message. Once sent, the message will display directly within the conversation thread.

Note: Any web links shared in the chat are tappable and will open in the device's web browser. Tapping a phone number within the message thread will automatically open the device dialer.

Viewing Images Sent by Your Clinic

Your clinic can send images directly inside the conversation thread. When an image arrives, the patient can tap the blue Share link to open device share options (for example, to share an event flyer image to their social media or save it).


3. Finding Clinic Contact Details and Calling Your Office

Patients can easily locate your office details and place a phone call straight from the app.

  1. Ask the patient to tap the Clinic () tab in the navigation bar.

  2. The screen displays your clinic's name, address, and phone number.

  3. To place a call, instruct the patient to tap Call Clinic or tap the phone number directly to launch their phone's dialer.


Common Questions

What should I do if a patient's message won't send?

  • Have the patient shorten the message or remove any special characters then attempt to send it again.

What should I do if a patient says they haven't received an expected reply?

  • Advise the patient to open the Messages tab to refresh and load the latest incoming messages.

Where can a patient find our clinic's phone number in the app?

  • The phone number is located on the Clinic tab, which displays contact information for the specific location profile they registered with.


You'll Know It's Working When:

  • Messages sent between the patient and your office appear inside the Messages thread.

  • Tapping Call Clinic launches the patient's device phone dialer with your office number pre-filled.


Need Help? We're Here!

Call: (800) 563-0469

Did this answer your question?