Communicating via CoachCare SMS Messaging

In addition to the existing platform messaging feature (messaging through the mobile app or dashboard) Patients and Coaches can now communicate through SMS messages.  You may reach out to your account manager to set up a phone number and enable this feature for all users within your clinic.

Note: Standard Message and Data Rates will apply to the patient.

Key Features

• Single Clinic Phone Number: The new SMS messaging feature assigns a single phone number to your clinic, simplifying the communication process. All SMS messages sent to this number are received by the clinic and accessible to all coaches that have access to that patient.

• Unified Message Thread: Messages sent to the clinic's phone number create a single, continuous thread. This thread is visible both in the new 'SMS Messages' menu item on the left-hand side of the dashboard and also within the patient chart itself.

• Seamless Outgoing Messages: Messages sent from the clinic to patients use the same clinic phone number. This maintains consistency and familiarity in communications.

• Patient Phone Number Set in Profile: The platform will identify the patient based on the phone number set in their profile on their patient chart.

Steps to Use SMS Messaging

1. Go to the navigation bar and expand the 'Messages' menu. If enabled, you will see 'SMS Messages.'
   
2. Click on 'SMS Messages' to open the Message page, similar to 'Platform messages.' There will also be a toggle in the top-left, next to the 'Messages' title if both are enabled.
3. Click on the 'Search Recipients' field to type and search for the patient you would like to send an SMS message to.
   
4. The main dialog box will open with a 'Type your message here' prompt at the bottom.
5. Type your message and click 'send
   
6. Click on 'Thread Information' in the top-right to view details on the thread.
7. Click on 'View Profile' next to 'Thread Information' in the top-right to go to the Patient Chart
8. Within the Patient Chart, you can scroll to the bottom and see the 'Messages' Card which maintains the same conversation.
9. You can also send messages via this card by using the same type/ send function.

All names and identifying information included in this guide are fictional.