Blog Home > How it works > The ultimate guide to your WellReceived mobile app
Terri Phillips | 30 mins read
Every WellReceived account comes with the WellReceived mobile app. With the mobile app, you can stay connected to your practice, patients, and team while on the go.
With the WellReceived mobile app you can:
Let’s take an in-depth look at the mobile app features.
The Inbox tab contains every interaction between your callers and your live medical receptionists. From the Inbox, you can:
Add quick notes to messages to help your team respond and give context to return callers. Tag people to direct messages to key people.
To tag people on your team:
To send feedback on calls:
Call and text patients directly through the app, using your business phone number.
To call a patient or teammate:
To text/SMS a prospect:
Keep your live medical receptionists up-to-date and give return callers a personalized response. By verifying a caller’s contact details, your live receptionists can quickly confirm who they are speaking with and the context of the call.
To verify contacts:
Hear how your live receptionists are responding to calls and adapt scripts based on real caller conversations.
You can enable call recording through your WellReceived app or by contacting your Client Account Manager. Once call recording is enabled, you can access recordings when viewing a message within the app.
To review recordings of calls:
Update your status to show when you’re free and when you’re unavailable to take calls.
To update your Status:
To select Vacation, you’ll be asked to specify the duration. Select from:
To select a Custom status, you’ll be asked to specify the duration. Select from:
The Connect tab lists all your one-to-one messages with contacts. Send patients a text message directly through the app using your business phone number.
To send a text to a patient:
Send and receive file attachments directly through chats to centralize your resources. Just hit the paper clip to add local files from your computer, or share links directly through the chat.
To attach a file in a chat:
Use the Phone tab to contact patients and colleagues on the go.
To use the phone feature in your WellReceived app, you must verify your phone number.
To call patients directly through the Calls tab, you must have a business phone number connected to your account. You can request a number directly through the app. Once a number has been assigned you, there are two ways to call via the calls tab:
Use the dial pad and input any number. Your call will be made directly from your assigned business number.
Or
To add a new contact from your team:
Customize your WellReceived app to suit you. Edit your account details and tailor your profile to keep everyone in the loop.
From the Billing & Reports screen you can make a payment, view your current plan details, and review your invoices.
Make a payment
To pay your current bill:
If you would like to temporarily change how your virtual receptionists handle your calls, it’s easy to leave them a note.
To leave a note for your receptionists:
From here you can see your contact details, position and contact details.
To update your working hours:
See all the Teams you are a part of. Click on a team name to see who’s in that Team.
See all the phone numbers and saved contacts in your account.
To read more about a contact, click the information button next to the contact.
See your working days and hours.
To update your working days or hours:
Update your notification settings, view terms and conditions, and log out of the app.
To update your notification settings:
Add new callers, manage existing contacts, and verify contacts to help your live receptionists identify return callers.
Add new callers, manage existing contacts, and verify contacts to help your live receptionists’ identify return callers.
Give feedback on the app and any aspects of the service to continually improve your service.
To give feedback:
Experiencing an issue? Report a problem directly to our support team.
To report a problem:
The WellReceived app is HIPAA-compliant and dedicated to keeping your patients’ information safe and secure.
Nobody outside of your organization can access your information. The mobile app comes with several security features to protect your confidential information.
Peer-to-peer encryption: All your chats are encrypted, so all your interactions stay secure.
Secure video calls: When video appointments are made through Setmore Health, you’ll receive a link to a secure Teleport video conference room.
Now you have access to your account, Anywhere. With the WellReceived mobile app, you can manage all your communications from one place. That means more time to focus on your patients and more freedom to grow your practice.
Ready to get started? Download the WellReceived mobile app for your Android or iOS smartphone.
What is the WellReceived Business Line? How does it work, how do you activate it and, more importantly, how can it help your patients and your practice?
9 mins read
About CWA Client Web Access (CWA) portal is an all-in-one tool for all things management. At...
7 mins read
We explore how a dental answering service works, the top traits to look out for in an answering service and how to choose the best one for your dental practice.
18 mins read
Leave a comment