How to create Autoresponders (Web and Mobile)

How to create an autoresponder on web:

  1. Navigate to Settings and tap/click on Autoresponder. Tap/click on Add Autoresponder.
  2. Make sure the Enable Autoresponder is toggled on to enable the autoresponder (the toggle should be blue).
  3. Enter the title and message of your autoresponder (ex: Out of Office Message, ). You can see some examples of autoresponder messages at the bottom of this page.
  4. Tap/click on Channels to select the channel(s) you would like the message applied to (SMS, email, or secure message). If you have more than one Spruce phone number, make sure to double check which phone number(s) you would like the autoresponder to apply to. After selecting the channels, tap on Save.
  5. Tap/click on Sender to select whom you prefer the message to appear from for secure messages (ex: the practice or an individual provider). After selecting the sender, tap on Save.
  6. Tap/click on Save Autoresponder after completing all the above steps.

How to create an autoresponder on mobile:

  1. Navigate to Settings by tapping on the icon in the top left hand corner of the Spruce app. Then tap on Autoresponder. Then tap on Add Autoresponder.
  2. Make sure the Enable Autoresponder is toggled on to enable the autoresponder (the toggle should be blue).
  3. Enter the title and message of your autoresponder (ex: Out of Office Message). You can see some examples of autoresponder messages at the bottom of this page.
  4. Tap on Channels to select the channel(s) you would like the message applied to (SMS, email, or secure message). If you have more than one Spruce phone number, make sure to double check which phone number(s) you would like the autoresponder to apply to. After selecting the channels, tap on Save.
  5. Tap on Save Autoresponder after completing all the above steps.

Editing an autoresponder is not available (yet). Please delete the old autoresponder and create a new autoresponder if you need to make updates.

Tag-based autoresponders:

Autoresponders can now be configured based on a tag. With this functionality, Spruce can now automatically send a message if a patient has been marked with a specific tag(s). 
The most common uses of this feature include triggering away messages for a specific provider who is out of the office and for triggering responses to specific patients who are "inactive" or no longer patients of your practice.
This additional configuration can be found when creating your autoresponders in your Web settings. Just add the tag that is required for the patient to receive the autoresponder you have created.
All the other rules for autoresponders apply, this is just an additional configuration on top of what is available.

Example autoresponder messages to get you started:

Hello! You have the reached <practice name>. We typically respond with 2 hours. Messages received outside of office hours will be answered the next business day. Please be patient while we get back to you.

If this is an emergency, please dial 911.

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Hello! You have the reached <practice name>! Our business hours are M-F from 9-5. Messages received outside of office hours will be answered the next business day.

If this is an emergency, please dial 911.

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<practice name> is closed from X to X. Regular office hours will resume on X. If you have an urgent matter, please contact Dr. Brown at X.

If this is an emergency, please dial 911.

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