Introduction
Getting started
From setting up your account to mastering advanced workflows, the docs cover everything you need to know.
Setup
Get your account, phone number, and staff set up with Patient Glue.
Send and receive SMS
Learn how to send and receive texts on Patient Glue.
Organizing your texts
Tools for organizing comms and collaborating with teammates.
Workflows
See how to manage workflows and use the Auto Scheduler to optimize patient care with two clicks.
Quick start
Here, you'll find essential steps to get started with the platform. Follow this step-by-step guide to register, set up your line, send your first message, and invite your team.
Registration
To register with Patient Glue, begin by verifying your company email. This ensures that you have a valid and official email associated with your account.
Once you've verified your email, you will need to verify your personal phone number. A text confirmation code will be sent to your phone for this verification. Enter the code, and you're all set for the next step.
Your first line
Setting up your first line with Patient Glue requires naming your company and entering a preferred area code. Start by entering your company's official name. This name will be associated with all communication.
Then, choose a preferred area code and click the submit button. Your phone line is now ready to use! You can add additional lines at any time by visiting your Numbers page.
Send your first message
Sending a message is simple and intuitive with Patient Glue. Start by entering the recipient's phone number in the search bar on the home page. This will direct you to the page for the new contact where you'll find a text field where you can type your message.
Once you've crafted your message, simply hit the "Send" button, and your message will be on its way. You'll be able to see the sent message and any replies on the same page, allowing for easy back-and-forth communication.
Invite your team
Collaborating with your team on Patient Glue is made easy. First, you'll need to sign in with your organization's identity provider. (Note that we currently only support Microsoft.)
After signing in and authorizing the identity provider, you can begin inviting teammates. Simply add their email addresses, and invitations will be sent to them. Once they accept the invite and set up their account, they'll be able to participate in communication and coordination within the platform.
Congrats 🎉
You've completed the quick start guide! You're now ready to start texting with patients or continue exploring the platform.