Twilio Integration: Sending SMS Automations Plus WhatsApp and Voice

This guide will walk you through the process of integrating your Twilio account with PatientBase. By completing this integration, you’ll be able to send SMS messages, WhatsApp messages, and voice messages directly from PatientBase. Whether you want to send one-off messages to clients or incorporate messaging into your automation workflows, this guide will help you set up and utilize these features effectively.

1. Set Up Your Twilio Account

a. Sign Up for Twilio

Visit twilio.com and sign up for a new account if you haven’t already.

b. Authorize and Approve Your Twilio Number

•Obtain a Twilio Phone Number:

•Purchase a phone number from Twilio that supports the messaging services you need (SMS, WhatsApp, voice).

•Complete the Authorization Process:

•Follow Twilio’s steps to authorize and approve your number.

•Note: The approval process can take from a few days to a couple of weeks due to communication regulations. Start this process as soon as possible.

c. Gather Required Twilio Credentials

•Account SID:

•Found in your Twilio console dashboard.

•Auth Token:

•Also located in your Twilio console dashboard (keep this secure).

•Twilio Number:

•Your approved Twilio phone number.

•Messaging Service SID (Optional):

•If you plan to send bulk SMS messages, create a Messaging Service in Twilio and note its SID.

2. Integrate Twilio with PatientBase

a. Access PatientBase Settings

•Log in to your PatientBase account.

•Navigate to the Settings section in the dashboard.

b. Add Twilio as an Application

•Click on Applications.

•Select Add an Application.

•Choose Twilio from the list of available applications.

c. Enter Your Twilio Credentials

•Account SID:

•Paste your Twilio Account SID into the designated field.

•Auth Token:

•Paste your Twilio Auth Token.

•Twilio Number:

•Enter your approved Twilio phone number.

•Messaging Service SID (Optional):

•Enter this if you’re using a Messaging Service for bulk SMS.

d. Provide a Test Number

•Enter a test phone number (e.g., your personal cell phone) to receive a verification message.

e. Save and Verify the Integration

•Click on Save and Verify.

•PatientBase will send a verification code to your test number.

f. Enter the Verification Code

•Check your test phone for the SMS message from PatientBase.

•Enter the received verification code into the prompt in PatientBase.

•Click Submit to complete the integration.

3. Utilize Messaging Features in PatientBase

a. Sending Messages Through Automations

•Create or Edit an Automation Workflow:

•Go to the Automations section in PatientBase.

•Choose to create a new automation or edit an existing one.

•Add Messaging Actions:

•Insert actions like Send SMS, Send WhatsApp Message, or Send Voice Message into your workflow.

•Configure Message Content and Timing:

•Customize the message text and set when it should be sent within the automation sequence.

b. Sending One-Off Messages to Clients

•Navigate to Contacts:

•Go to the Contacts section in PatientBase.

•Select a Contact:

•Choose the client you wish to message.

•Send a Message:

•Within the contact’s profile, select the option to send an SMS, WhatsApp Message, or Voice Message.

•Compose and Send:

•Write your message and click Send.

4. Seek Additional Support if Needed

•Contact PatientBase Support:

•If you have questions or encounter issues, reach out to PatientBase support for assistance.

•Assistance with Twilio Setup:

•Support can help with setting up your Twilio account and integrating it with PatientBase.

By following this guide, you’ve successfully integrated your Twilio account with PatientBase. You can now enhance your client communications by sending SMS, WhatsApp, and voice messages directly from PatientBase, either individually or through automated workflows. Stay tuned for upcoming features that will further expand your messaging capabilities. If you need any assistance, don’t hesitate to reach out to PatientBase support.