Patient Text Messaging: Improving How Your Patients Engage with Your Membership Plan
Through text messaging, patients can receive important account and payment notifications via text.
Kleer’s patient text messaging feature enables your practice to provide real-time, transactional notifications that help better engage your patients with their plan. They can have a positive impact on things like reducing failed payments and improving renewal rates – improving your patients’ experience, engagement, 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 membership plan! You can start using your benefits today. Click the link to login to your account.
(Login URL)
Questions? (Practice Email) or (Practice Phone Number)
(Practice Name)
Reply UNSUBSCRIBE if you don't want to receive text messages."
When there’s an error processing a patient’s payment
Helps resolve the payment issue so your practice doesn’t have to
"There was an issue processing a payment for your membership plan. Click the link to login to your account and update your payment information.
(Login URL)
Questions? (Practice Email) or (Practice Phone Number)
(Practice Name)
Reply UNSUBSCRIBE if you don't want to receive text messages."
When the payment processing error has been resolved
Provides an update on a successful payment processing status
"A payment processing issue with your membership plan has been resolved! Click the link to login to your account and review payment details.
(Login URL)
Questions? (Practice Email) or (Practice Phone Number)
(Practice Name)
Reply UNSUBSCRIBE if you don't want to receive text messages."
When the account holder adds a new member
Helps the new member access their account
"Thank you for adding (New Member First Name) (New Member Last Name) to your membership plan! (New Member First Name) can start using their benefits today!
Login to your account: (Login URL) Questions? (Practice Email) or (Practice Phone Number)
(Practice Name)
Reply UNSUBSCRIBE if you don't want to receive text messages."
When the patient’s renewal fails
Helps resolve failed renewals so your practice doesn’t have to
"Unfortunately, the dental plan for (Member First Name) (Member Last Name) has expired. You still have time to renew the dental plan and get access to the great benefits it provides. Just click the link, login to your account and select the REACTIVATE button.
(Login URL)
Questions? (Practice Email) or (Practice Phone Number)
(Practice Name)
Reply UNSUBSCRIBE if you don't want to receive text messages."
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 “unsubscribe”
- Navigate to the “Account” section of their member portal, and deselect “System Text Notifications."
