Choose the messages
Identify the administrative conversations your team needs to support.
Practice software / Two-Way Texting
Two-Way Texting for Medical Practices
Give your staff a coordinated way to send and receive permitted practice messages. We configure ownership, templates and follow-up so replies reach the team responsible for the next step.
Configured and managed by Brand Lift 360.
Software features follow your plan and confirmed scope.
360Two-Way Texting
Your configured workflow
01Two-way replies
Support staff conversations through the configured practice messaging channel.
02Useful follow-up
Plan appropriate reminders and administrative message sequences.
03Contact preferences
Define consent, opt-out handling and staff responsibilities.
Illustrative workflow. Functions depend on the selected configuration.
01 / A practical implementation
Keep Replies Assigned and Visible
We agree which messages staff may send, who receives replies and how opt-outs are handled. Templates and automated steps are tested with the team before use.
Set permissions and timing
Review access, contact preferences, templates and the cadence of any automation.
Test replies and opt-outs
Confirm what happens when someone answers, requests help or opts out.
02 / Confirm the details
What to Confirm Before Setup
KloudMD supports HIPAA-compliant practice texting, with a BAA provided for covered services. We configure access, permitted message content, consent and opt-out handling before activation.
Explore the CRM overviewYour setup conversation
Your implementation scope
The job to be done
Your priorities, office process and team responsibilities.
The supported connection
Enabled software, permissions and integrations in scope.
The operating plan
Training, testing, access and ongoing management.
03 / Questions practice owners ask
Two-Way Texting.
Clear Answers.
Can staff text manually?
Yes. Staff messaging and automated follow-up can be included in the same configured workflow, with clear ownership and review rules.
Will messages stop when someone opts out?
We define and test opt-out handling and contact preferences as part of implementation. Your team’s processes must also respect those choices.
Can texts include clinical information?
That requires review of the channel, safeguards, permissions and information involved. We define the appropriate uses with your practice before activation.
Is this included in your marketing packages?
Software features are included according to the selected marketing plan and agreed configuration. We confirm enabled functions, usage, integrations and any additional charges in your scope. View plans and pricing →
Your practice. Your workflow.
Discuss Patient Messaging Workflows
Book a 15-minute call with Jenn or Danzell. Bring your current system and the task your team needs to improve.
Included according to your marketing package.