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."
Related resources
Blog
How In House Dental Membership Plans Help Prioritize Patient Engagement
With the proper engagement, your patients will see the importance of oral health. Not every patient has access to a PPO plan, and cash paying patients are less likely to seek the routine care they need.
09 Feb 2024
Read more
Blog
The Kleer Widget: Make it Easy for Patients to Join Your Membership Plan
One of the best places to promote your membership plan is on your website — it not only helps inform current customers and spread awareness to any uninsured, new patients looking for discounts or specials on treatment, but it also enables patients to sign up for your plan before they come in, saving your team time and effort.
19 Jul 2021
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Our experts will show you how our advanced, cloud-based membership plan platform—coupled with resources, tools and support from the experts at Kleer, can bring your practice phenomenal results.
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