Introduction
Account setup
We outline the management of users, line settings, SMS consent text, and 10DLC registration, allowing you to configure your account to your needs.
Managing users
Take charge of your team by managing user roles and access within Patient Glue.
Toggling roles
Adjusting user roles is a breeze. From the Team page, you can promote a user to an admin by locating their profile and toggling the admin option. This grants them access to admin-specific functions and settings within the platform.
Admins can also be demoted to members by toggling the admin option off. This will remove their admin privileges and access to admin-specific functions and settings.
Primary admin functions include: adding and configuring lines, API access, sending user invites, team management, EHR integration, and more.
Revoking users
If you need to remove access for a user, you can easily revoke their account. Navigate to their email on the Team page and click the X at the end of their row. Their access will be terminated, and they will no longer be able to access any account-related information.
You should know!
User accounts are authorized through your organization's identity provider. This means that if a user is revoked, they will no longer be able to sign in to Patient Glue using their email or the identity provider. If they need to regain access, they will need to be re-invited.
Line settings
Personalize your phone line with tailored settings for office hours and automated responses from your Numbers page.
Naming your line
Set the name of your line to make it easy to identify and distinguish from other lines. Just click "Untitled" or the pencil icon next to the line's name to edit it, then click save.
Phone hours
Set the operating hours for your phone line to align with your office hours. This ensures that incoming calls and messages are handled appropriately during your business's active times. Customize these settings according to your specific needs, creating a seamless communication experience for both staff and patients.
Out-of-office auto-replies
Create tailored out-of-office auto replies for when calls or messages are received outside working hours. Crafting a professional and informative automatic response lets your patients know when they can expect to hear back from you, maintaining a high level of service even when your office is closed.
SMS consent text
Manage consent for SMS communication effectively, ensuring compliance and transparency.
SMS consent text setting
This feature ensures that you're communicating with those who have expressly agreed to receive texts from your company, maintaining trust and adherence to legal requirements. After a user has opted in, their SMS consent status will be updated to reflect this.
Enabling the SMS Consent Text setting provides a visual status of consent and includes a convenient button for staff to prompt patients to opt-in for SMS communication.
10DLC registration
Maximize your text messaging capabilities with 10DLC registration, ensuring high throughput and deliverability.
Completing 10DLC Registration
To send large volumes of texts with optimal delivery, your company must complete the 10-digit long code (10DLC) registration. This process confirms that network carriers recognize and trust your phone number, enhancing reliability and efficiency in communication.
To complete the registration, you'll need to provide information about your company and the intended use of your phone number. This information will be submitted to the network carriers for review. Once approved, your phone number will be registered, and you'll be able to send texts with high throughput and deliverability.