Contacts
Contacts Tab: contains patient information and messaging features.
📅 How to View Your Upcoming Appointments
📋 How to Turn On Care Plans for Your Appointments and Providers
🔍 How to Check a Patient's Campaign Status and History
👤 How to Turn On or Off Patient Messages (Texts, Emails, Reminders, Feedback & Birthdays)
📅 How to View a Patient’s Past Appointments in Aloha
📝 How to Edit Patient Contact Information (Phone, Email, Address & More)
🔔 How to Check If Appointment Reminders Were Sent
🩺 How to Create a Care Plan for a Patient in Aloha
Mastering Patient Opt-Out and Opt-In Management
"Scheduling Jail". Blocking Specific Patients From Scheduling through The Scheduling App or Patient Portal.
🚫 How to Block a Number from Messaging You
🚫 How to Avoid Phone Carriers Marking Your Messages as SPAM
📂 How to Archive a Conversation & Find Archived Conversations
🖼️ How to Send and View Images in Aloha Text Messages
How to Set Up Your Auto-Attendant (Away Message)
📊 Understanding Texting Credits (Allowances, Overage, and Costs)
📥 How to Manage Your Conversations Inbox (Sorting, Filtering & Searching)
💬 How to Manually Text a Patient (and Use Emojis!)
📩 How to Send a Test Text or Email
🔗 How to Manually Send a Forms Link to a Patient
🎬 How to Send a Video in a Text Message
📱 What Is 10DLC? (And Why It Affects Your Website & Texting)
🔔 Get Instant Text Message Alerts (Browser & Desktop Notifications)
🛑 When Patients Text "STOP" - Understanding Text Opt-Outs