Increase Membership Plan Engagement with Text Messages
You can now opt-in to Kleer’s patient text messaging feature in your Practice Portal. Patients will receive real-time, transactional notifications that are less than 160 characters and timebound to occur only between 8AM and 5PM local-to-member time.
To turn on text messaging:
- Go to your Kleer Practice Portal,
- Click "Settings" in the left-side menu,
- Under the "Practice Info" drop-down menu, select "Edit,"
- Scroll down to the bottom of the page,
- Select "OK for Kleer to Text Members,"
- Click "Save!"
Text messages can have a positive impact on things like reducing failed payments – improving your patients’ experience and ultimately your plan’s overall performance.
Why are transactional text messages so impactful?
- They improve engagement and establish trust. Transactional text messages are more than just notifications – they help establish a reliable communication channel between your practice and your patients. A patient who gets important updates about their plan is a patient who feels comfortable using it.
- They’re timely. Because transactional text messages are automated – triggered by specific events, requiring no manual input from your team – they allow for the prompt delivery of important information about their plan.
- And they’re reliable. Text notifications ensure that important information and updates are delivered to patients instantly and without delay through a secure communication channel.
Here are the key events that will trigger a text message to your patients, plus sample text messages that they’ll receive:
When a patient signs up
Helps the new member access their account
"Thank you for joining our dental plan. You can start using your benefits today!
(Login URL), (Practice Name), (Practice Phone Number)
Reply STOP to stop texts"
When there’s an error processing a patient’s payment
Helps resolve the payment issue so your practice doesn’t have to
"There was a payment issue with your dental plan. Call (Practice Phone Number) or visit (Login URL) to update your payment
(Practice Name)
Reply STOP to stop texts"
When the payment processing error has been resolved
Provides an update on a successful payment processing status
"A payment issue with your dental plan has been resolved. Thank you!
(Practice Name)
Reply STOP to stop texts"
When the account holder adds a new member
Helps the new member access their account
"Thanks for adding (New Member First Name) to your dental plan. Their benefits start today!
(Login URL) (Practice Name)
Reply STOP to stop texts"
It’s easy for patients to opt-out of text messaging. They have two ways to do this:
- Simply reply to a text message with the word “STOP”
- Navigate to the “Account” section of their member portal, and deselect “System Text Notifications."
