FAQ
Frequently asked questions.
By Joanna1 author117 articles
- How do I start a conversation with a client?
- How do I send & receive client messages via Whatsapp?
- How do I send & receive client messages via SMS?
- How do I send & receive client messages via Facebook Messenger?
- How does messaging Opt-out / Opt-in work?
- How can I see when teammates are working on the same query?
- How can I convert a WhatsApp conversation to SMS?
- What is chat consent?
- How do I make the first message mandatory for new conversations?
- How do I send a message directly to a number?
- How can I queue a message whilst waiting for client consent?
- How do I download a .pdf copy of a conversation?
- Can I write notes about a conversation?
- How can I resolve & close a conversation?
- How can I open a client's or patient's account on my PMS?
- How do I search for a message or conversation?
- Can I change the client or patient linked to a conversation?
- How can I link a client to a conversation?
- Can I view more client details through Digital Practice?
- Where can I view patient details?
- What does '[Name] is not connected to your selected client account' mean?
- Can I change a client's name on Digital Practice?
- What do the ticks underneath messages mean?
- Can clients tell which team member is messaging them?
- How do I know which channel my client is messaging on?
- How can I send media to a client?
- How can I message other practice team members?
- What if my client doesn't have WhatsApp?
- Can I add a WhatsApp button on my Facebook page which will be linked to Digital Practice?
- How can I send a voice message to a client?
- How can I follow (watch) the status of a conversation if I am not the owner or assignee?
- How do I view previous conversations with a client?
- What to do if you see 'Error: the client has sent an unsupported message type'?
- How do I set up an auto responder?
- What happens if a client messages via WhatsApp using a username?
- WhatsApp & SMS Messaging Character Limits
- How can I activate the forms feature?
- How do I create a form?
- How do I request a payment from a client when completing a form?
- How do I save a completed form to my PMS?
- How do I preview a form from my client's perspective?
- How do I view & edit a form?
- How do I publish & unpublish a form?
- How do I archive a form i no longer need?
- How do I send a form to a client?
- How do I know when a client has completed a form?
- How do I search for a form submission?
- How do I view forms requests & submissions?
- What's different about Digital Practice reminders to others in the market?
- What are Payment reminders?
- What are Appointment reminders?
- What are Healthcare plan reminders?
- What are Pre / post operation reminders?
- What are Medicine and Monitoring reminders?
- What are Vaccination reminders?
- What are Product follow up automated messages?
- What are Re-book reminders?
- What are the standard functionalities across digital practice native reminders?
- What is Snooze?
- What is manage preferences?
- What are quick reply and URL link buttons?
- What is SMS fallback?
- Provet SMS messaging and reminders
- How can I view if a client has been sent a reminder?
- How can I view Reminders reports in Digital Practice?
- How do I change my clinic's language in Digital Practice?
- How do I manage a group of clinics? (company)
- How do I set up two factor authentication (2FA)?
- How do I check my PMS is connected?
- What are team member groups?
- Can I set up Single Sign On (SSO) to log in to Digital Practice?
- Can I restrict the usage of Digital Practice to my specified IP addresses?