Chat Log

Modified on Thu, 28 Mar 2024 at 05:36 PM


Please always remember that engaging in 2-way text message conversations with patients via Breakthrough is not a HIPAA-compliant avenue of communication. You should never share personal health information through text messages.


How to Send a Text from the Chat Log:

  1. Click on the group you would like to message.
  2. The relevant contacts will show on the left-hand side of the text inbox. Clicking each contact will show any prior texts and replies. 
  3. You can then text each patient in that phase, or hand-pick which contacts you want to message.
    Note: Breakthrough currently can't support group texting for these groups so you will want to make sure you message each contact individually. 


How to Reply: 

  1. Select the contact you would like to reply to
  2. Click in the box at the bottom of the screen
  3. Type response
  4. Click the blue button with the paper airplane icon under the box to send


Speeding up replies:

Currently, Breakthrough does not have "canned responses" or automated responses to text messages. However, we have created a document with some quick replies that you are welcome to copy/paste into your texts! Download the file below and edit it as needed for your practice. 



Workshop Texts

Immediately after someone has registered for your upcoming Workshop, the registrant will receive a text message asking them to call your clinic to confirm their registration as spots are limited at your event. This helps to increase the quality of your leads by automatically generating more touch-points, and will increase the workshop confirmation rate.


The Confirmation text message reads:

Hi [Contact.FirstName] - Your [Workshop.Type] workshop registration is NOT complete. Please call us at [Practice.PhoneNumber] to confirm your seat. The limited seats fill quickly! | Reply STOP to opt-out.


Registrants will also receive a reminder text 24 hours before the workshop. This will provide them with the date, time, address, and phone number of the workshop. 


The Reminder text message reads:

Hi [Contact.FirstName] - Your [Workshop.Type] is tomorrow, [Contact.WorkshopDateHumanized], at [Contact.WorkshopAddress]. If you need directions or have any questions please call [Practice.Phone] | Reply STOP to opt-out.


Note: If you update this registrant to Free Screen, Initial Evaluation, or Move to No Phase, the recipient will not receive this text message reminder prior to the workshop date.




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