Automated Welcome Message

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Introduction to the Automated Welcome Message

When your patient downloads Spruce and sets up their account, they will enter a secure conversation with your practice. By using an Automated Welcome Messages, you can have a message waiting in the secure conversation. This is a great way to welcome patients to your practice and explain how to use Spruce. 

Once your Welcome Message is configured, it will automatically be sent to patients as soon as they create their Spruce accounts. Once they open the app, they will see the message waiting for them in their inbox.


Configuring your Welcome Message

The Spruce Support team will help you set up an Automated Welcome Message. To get started, you'll need to write the message you want to use and save it as a Saved Message in Spruce. Follow these steps to get your Welcome Message set up:

1
Log in to Spruce and compose a Welcome Message in the Spruce Support thread.
2
Send your Welcome Message to Spruce Support.
3
If you're at your computer, select the Three Vertical Dots to the right of the timestamp for the message that you just sent, and select Save Message.
4
If you're using the mobile app, select and hold the message you just sent, and select Save Message
5
Title the message Automated Welcome Message. Toggle on Save to Team, and select Save.
6
Let Spruce Support know that you have saved the Welcome Message and would like it to be set up to go automatically to new patients in secure conversations. The Spruce Support team will set up the automation.


Examples of Welcome Messages

  • Hello! Welcome to <practice name>! We are happy to offer virtual access to our providers when you can't make it to our clinics. Remember, if this is a medical emergency, call 911. To get started, please provide the following: (1) A short description of your medical issue, and (2) a picture of your photo ID (driver's license, passport or ID card).
  • Hi! My name is X. I'm here to make sure you have a great dermatology experience. If you would please complete the quick intake form in my next message, I'll connect you with one of our dermatologists so that we can get your care started. I'm looking forward to working with you, and thank you for choosing our clinic!
  • Welcome! Ask us a question about your health or begin a virtual visit for common concerns such as cold & flu, UTI, travel illness, and more.
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