Inviting Patients to Spruce
This article describes the steps to invite a patient to download the Spruce app.
Spruce provides you the flexibility to text message, email, and secure message with your patients. Secure messaging requires the patient to install the Spruce app and create an account. This article walks you through the workflow for inviting a patient to download the app.
We'll cover the following steps:
- Getting your Practice Link
- Crafting your invite message
- Saving your invite message
- Sending the patient invite via an SMS text message
- Patient account creation
- Knowing when a patient has created an account
- Knowing when a patient has downloaded the app
Here's a video that puts it all together, and below are each of the steps broken out as well:
Get your practice link
A practice link is a unique URL for your practice that you can distribute to patients to click, download the Spruce app and get connected with your practice. You can read more about practice links here. Contact email@example.com to get your practice link.
To learn more about how to customize the content on the practice link, read more here.
Craft your invite message
You will be sending patients an SMS to invite them to download the Spruce app and get connected with your practice. It is important to craft the right message so that the patient understands who they received the message from, what they are supposed to do, and what they will get as a result.
Here's a template to get you started:
Hello! This is Dr. X from <practice name>. I’d like to invite you to download Spruce to securely communicate with us for your medical needs. With Spruce, you’ll also be able to text, send pictures, and even video chat! Here’s a link to download the Spruce app and get connected: <practice link>
Save your invite message
Once you've got your message ready, let's go ahead and save it as a template in Spruce. This will make it easy for you and your team to re-use the message for sending the invites to different patients. To save it, if you have to send the message first. So feel free to use the "Spruce Support" conversation to send the message such that you can save it.
Send the patient the invite via SMS
Now that you have saved the invite message, you can send it to any patient via SMS. Either create a new standard conversation or open up an existing conversation to use the saved message and send the invite to the patient.
See the patient account creation experience
For you to be able to guide your patients, it is best for you to have a good understanding of what the patient account creation looks like. The good news is we've streamlined the process such that the patient simply has to click on the practice link to get connected with your practice. They don't have to find the doctor or type in any code once they download the app.
Here's a video which shows you what the patient sees:
Get notified when the patient creates their account
Once the patient creates their account on Spruce, you will receive a notification via Spruce that indicates that the patient has created an account. We intentionally include the demographic information the patient used to sign up as an internal message in the conversation to help you verify the patient information against your EMR.
A brand new "secure" conversation is created that will now capture all the back and forth app-to-app messaging with the patient. The patient at this point has two conversations - one standard and the other secure. The standard conversation will capture all voice related events (inbound/outbound calls and voicemails) and SMS. The standard conversation will capture all SMS activity.
When wanting to send a message to the patient, remember to use the secure and not the standard conversation.
Knowing when the patient has downloaded the app
You know when the patient has downloaded the app when there is a secure conversation (one with the lock icon) for the patient. So when a patient walks through the door and you want to send them an invite, check to ensure that the patient doesn't already have the app installed.
If you find no conversation with a lock icon, like in the case of Amy below, then you know you can send the patient the invite via SMS.