ChiroUp's Two-way Texting……Coming Soon!
ChiroUp’s Two-way Texting lets you communicate directly with individual patients in ChiroUp, making it easy to send and receive messages and set up multiple text appointment reminders. Below, we’ll walk through how to subscribe to and set up Two-way Texting so you can get started with ease.
- Subscribe to Two-way Texting: Add the Two-way Texting Add-on to your ChiroUp account for $99/month.
- Provision a Text Number: Select the phone number that will be connected to your Two-way Texting. This is the number patients will receive texts from your clinic, including appointment reminders, survey requests, and any two-way text messages you send.
- Submit your Brand/Campaign Application: Complete an application that registers your business as the entity sending text messages. Approval can take up to 8-10 business days.
- Assign your Text Number to your Clinic: After your Brand/Campaign application is approved, you can assign your provisioned texting number to your clinic location. This updates all outgoing texts, such as appointment reminders and survey requests, to send from that number and enables two-way texting with patients.
Step 1: Subscribe to Two-way Texting
1. Navigate to your profile icon and then to Subscription.
2. Scroll to view Optional Add-Ons. Click Subscribe Now for the Two-way Texting Add-On.
3. Confirm that you would like to subscriber to Two-way Texting by clicking Add Two-way Texting.
Once you've subscribed to Two-way Texting, you can proceed to the next step to submit your Brand/Campaign application!
Step 2: Provision a Text Number
1. Navigate to Clinic Settings and then to the Messaging tab.
2. First, you'll Provision a phone number for Two-way texting. Start by selecting the area code you'd like to use.
3. After selecting an area code, a new drop down will display where you will Choose a phone number. Open this drop-down and select the phone number you'd like to use for texting in ChiroUp.
Click Provision Phone Number once you've selected your number.
Step 3: Submit your Brand/Campaign Application
1. Start by entering your Business info.
Make sure you enter your Legal Business Name exactly how you have your EIN/Tax ID set up.
Click Next when you're ready to continue.
2. Enter your Contact info. Click Next to continue.
If you enter a Business Contact Email, it must use a business domain (for example, example@yourclinicname.com). Non-business email addresses, such as example@gmail.com, will result in denial. If you do not have a business contact email, leave this field blank.
3. Enter your physical address of your business (clinic). Click Next to continue.
4. Enter a link to your clinic website. If you have a publicly-available Terms of Service or Privacy Policy available, you can link those as well, however, it is not required.
5. Click Complete Setup!
Once complete, your Brand/Campaign application will be sent to Telnyx, ChiroUp's Two-way Texting carrier. Approval can take up to 8-10 business days.
ChiroUp will notify you once your Brand/Campaign has been approved.
While waiting for approval your Clinic Settings > Messaging screen will look like this:
Step 4: Assign your Text Number to your Clinic
Once your Brand/Campaign application is approved, you can assign your provisioned phone number to your clinic location. This can be considered “going live” with your new texting number!
This unlocks two benefits:
- You can start texting patients right away!
- All clinic text messages, such as appointment reminders and survey requests, will be sent from your new phone number
To assign your text number, navigate to Clinic Settings > Messaging.
Scroll to the Phone Numbers section and click Manage.
Make sure your Brand/Campaign is selected in the drop-down field and check the box for your Clinic Location name under Location Assignments. Doing so will officially switch your ChiroUp texting number to your provisioned number and allow you to start texting with patients.
