Two-way texting is a feature of our Patient Relationship Management Suite that provides an effective way to communicate and engage with patients throughout their plan of care.
TWO PART SET UP:
STEP 1: Permissions
Site Administrators can go to Settings > Staff and adjust permissions to allow individual staff members to have access to the two-way texting feature by toggling on Patient Text Administrator.
STEP 2: Send a TEST text message to yourself (optional)
The new Patient Text Administrator can add themselves as a patient in Stride to test the two-way texting from the patient perspective. Do not create a case, simply add First name, Last name, DOB, and their mobile phone number.
Next, select PRM from the options in the top toolbar.
Once inside the Patient Relationship Management Suite, search for yourself in the box titled Search for patient.
Once you select the patient, you will have the ability to draft a message.
You will receive the message on the left to your mobile phone first, asking you "Reply YES to receive messages from your practice".
Within Stride, below on the right, you will see that the message is queued as pending and will not be sent until the recipient has responded with YES.
As soon as the 'YES' patient response is received the patient is now 'opted in' to the two way texting feature. The patient will be sent the pending message you created and you can now engage in regular text messaging.
If a patient sends a response, it will immediately be seen in the Patient Texting tab within PRM. Additionally, a red dot will appear for all users of your site with this specific permission over the PRM tab as shown below.
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OPTING OUT:
A patient can send STOP at any time to your unique two way texting number to OPT OUT of this feature. If they do, you will receive a failure when attempting to send them a message.
OPT BACK IN:
If a patient has previously sent STOP to OPT OUT of two way texting, they must message START to the unique two way texting number for your organization to be opted back in. You cannot send a message to a previously OPTED OUT patient until they have completed this step.
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