Inviting Patients to Spruce Secure Messaging
IN THIS ARTICLE
Introduction to inviting patients
Spruce provides you the flexibility to text message, email, and secure message with your patients. Secure messaging requires the patient to create an account and they can do this by installing the Spruce app on their mobile phone or creating an account on any web browser. Your patient needs to be associated with your clinic when they create their account. We manage this through Spruce Links. Once your patient has followed your unique Spruce Link, created their account online or by downloading the Spruce app, you can start exchanging private, secure messages using Spruce. This is also where you will do video calls.
Get your Spruce Link
A Spruce Link is a unique URL that connects patients to your specific practice. You always want patients to follow your Spruce Link rather than downloading the Spruce app directly so that they are properly associated with your practice.
You can customize what patients see when they click your Spruce Link, including adding your company logo, information about your practice, staff photos, and more. Learn more in our Spruce Links article. Your Spruce Link is accessible in your app’s Settings section, under the "Spruce Links" tab.
Create and send your invite message
We recommend sending your Spruce Link to patients via a text message from Spruce but you can also send it via email or even verbally give out to them. You can copy and paste it easily from your Settings so that it’s easy to insert into a message. When texting an invite to your patient, it's important 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 an example text message to get you started:
Once you write your invite message, we recommend creating a Saved Message in Spruce so it's easy to invite different patients. Learn how to save a message in our Saved Messages article.
Once you have saved the invite message, you can send it to any patient through Spruce as an SMS text message. Either create a new patient conversation or open an existing conversation and use the saved message and send the invite to the patient.
Steps for the patient
When a patient receives your invite, they'll go through the following steps:
If on mobile device (available on android and iOS devices):
- Click the Spruce Link and this will open up a mobile browser showing the Practice Profile.
- At the bottom of the page they'll click on, "Join [Clinic Name] on Spruce" to be redirected to their phone's app store.
- Download the Spruce – Care Messenger app from the app store.
- Open the Spruce app and select Continue to confirm they are being associated with the correct practice.
- Select Create a new account.
- Set up a patient account with their personal information.
If on computer web browser:
- Click the Spruce Link and this will open up a browser showing the Practice Profile.
- At the top of the page they'll click on, "Join [Clinic Name]" to be redirected to their phone's app store.
- A new window will open and click "Get Started"
- Create the patient account with phone number for verification purposes and email.
Track patient account setup
In your Spruce inbox, conversations with a gray Lock Icon to the right of the patient's name are secure, app-to-app conversations. You will know that your patient has created their Spruce account as a patient when you see a conversation with their name and a Lock Icon that has an gray message stating that the patient created an account along with the demographic information the patient entered during account setup to help you verify the patient information. At this point, your patient may have two conversations (one standard and one secure). The standard conversation includes all voice-related events, like phone call logs, voicemails, emails and SMS text messages. The secure conversation includes all app-to-app messaging.