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How to Send a Mobile App Download Invitation to a Client

This article explains how to send a client an invite to download the Mobile Application

📧 Sending a Mobile App Download Invitation to a Client

Article Title: How to Send a Mobile App Download Invitation to a Client

Expected Outcomes:

After completing this article, you should be able to:

  • Successfully locate the Mobile App invitation tool within your portal.
  • Send a personalized SMS invitation to a client, providing them with a direct link to download the mobile application.

Purpose/Short Description:

This article guides Healthcare Providers, Intake Coordinators, and Admins through the quick process of sending a secure link and a personalized message to clients so they can download and begin using the Mobile App. The Mobile App helps clients stay connected to their care and access resources between appointments.

Tags:

Mobile App, Client Invitation, Prospective Clients, New Clients, Provider Portal, Provider Workflow, SMS App, Intake Coordinators, Healthcare Providers

Audience:

Healthcare Providers, Intake Coordinators, Admins

Body Content: Step-by-Step Instructions

Follow these steps to send the Mobile App download invitation:

  1. Navigate to the Dashboard:
    Click the Home icon to return to your main Dashboard view.

  2. Locate the Invitation Banner:
    Look just below the Search bar and click the blue banner labeled "SMS App to Prospective Clients". This will open the invitation window.

  3. Enter the Client's Phone Number:
    In the space provided, enter the client's 10-digit phone number.
    Note: Ensure the number is accurate, as this is how the client will receive the secure download link.
  4. Compose or Review the Message:
    • You can use the prepopulated message that appears above the link in the Text Message box.
    • Alternatively, you may enter a personalized message here to give the client more context.
  5. Send the Invitation:
    Click the blue Send Invite button to immediately send the SMS with the download link and your message to the client.

Relevant Links (Optional):

  • Preparing for Your First Telehealth Visit (For Clients)
  • Troubleshooting Mobile App Login Issues