Guides
Guides for practice managers.
Five guides for the questions that land on the practice manager’s desk when the office starts texting patients. General information, not legal or compliance advice.
Every guide
Moving patient texts off staff phones
Why texts from personal phones leave the practice exposed, and how to move them onto the office number in a week.
Texting patients and Business Associate Agreements
What a BAA is, when a texting vendor needs one, and what it leaves to the practice. General information, not legal advice.
What a reminder text should say, and how many to send
Wording you can copy, how many reminders to send and when, and the arithmetic for what a missed visit costs your office.
Proving consent: opt-in and STOP records
What to record when a patient agrees to texts or asks to stop, and how to show it later. General information, not legal advice.
Setting up patient texting in an afternoon
The four setup steps in order, what to have ready before you start, and what to check in the first week.
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