Use your Conversation's Smart Phrase in any patient communication method including Automations, Campaigns, Broadcasts, Quick Responses, and/or Manual Messaging. Unlike standard Event and Referral-based Smart Phrases, Conversation Builder Events and Referral-based Smart Phrases can be successfully used within Campaigns.

Locate the Smart Phrase

The Smart Phrase for your Conversation is located in the Conversation Builder. 

Quick Responses

You can include your Conversation's Smart Phrase in one or more Quick Response templates. Quick Responses can be used in Manual Messaging or Broadcasts.

Automations

You can set up Automations at the Practice-level or Default Automations at the Enterprise-level for use across your Practices. Use the Conversation's Smart Phrase instead of the text that is used for standard Automations. 

When the patient receives the message, it will be the first (root) message in the Conversation. As the patient responds, the next message in the sequence will be sent until the Conversation completes or is terminated.

Create an Automation following the instructions linked above. Instead of including a message, add your Conversation's Smart Phrase within two curly brackets {}. Depending on the Conversation type, enter the Smart Phrase in the Text and/or Call section.

If you have included English and Spanish Translations within your Conversation, ensure that you add the Smart Phrase into the Spanish Translation box as shown (within the Text and Call options). Tip: Make sure your translation is following the same security setting as the English version (Secure or Unsecure).

Campaigns

Use Campaigns to send your Conversation by including your Conversation's Smart Phrase in place of a message. Depending on the Conversation type, enter the Smart Phrase in the Text and/or Call section.

Broadcast Messages

Use Broadcast Messages to send your Conversation by including your Conversation's Smart Phrase in place of a message. Depending on the Conversation type, enter the Smart Phrase in the Text and/or Call section.

Broadcast Messages will only send one per patient and will attempt to send the text first by default and then phone call (if the phone number is not text-enabled).

Manual Messages

You can manually start a Conversation from the Patient Channel by sending the Conversation's Smart Phrase directly to the patient.