Step 4: Conversations, Templates, and Usage Billing

Now that you've explored the settings for the Hub, let's introduce you to the parts of the app that you'll be using on a daily basis. The first section is Conversations. In Conversations, you will find incoming messages from your patients as well as your leads. This section serves as a centralized location for storing and accessing these messages for historical purposes.

The Conversations section also includes other features such as Tasks/To-dos, Templates, and Triggers links, which can assist you in managing and organizing your communication effectively.

Within the Conversations tab, you will find the following message categories:

1. Unread: This category displays any unread messages that require your attention.

2. Recent: Here, you can view your most recent conversations and messages.

3. Starred: Messages that you have marked or starred for quick reference or importance will appear in this category.

4. All Messages: This category allows you to access all messages, including both new and past SMS and email messages. You can review and respond to them from this section.

Additionally, you have the option to initiate a new message to a patient directly from the Conversations tab.

Remember, while the program itself is HIPAA compliant in terms of its programming, it cannot control the content of the messages you send to patients. It is important to note that PHI (Private Health Information) should NEVER be sent via text or email. The Veloce Solutions Patient Portal provides a secure functionality for HIPAA-compliant conversations, ensuring the protection of sensitive patient information.

Please exercise caution and utilize the appropriate channels, such as the Veloce Solutions Patient Portal, for any communications involving PHI.

If you have any questions or need further assistance while using the Conversations section, feel free to reach out to the Veloce Solutions support team for guidance.

Wishing you a productive and secure communication experience within the Conversations tab!

Conversations

Templates

Billing

Usage fees apply to SMS, MMS, emails, and voice calls used on your Twilio number. It's important to note that these fees may vary and are subject to change based on carrier rates and government regulations. To obtain the most up-to-date information regarding fees or if you have any questions or concerns, please contact the support team.

Additionally, within the company billing section of the settings, you have access to various billing-related features:

1. Edit Card on File: You can update the payment method associated with your account by editing the card on file. This ensures that your billing information is accurate and up to date.

2. Billing History: You have the ability to view your billing history, which provides a record of past transactions and charges. This allows you to track your usage and monitor your billing activity.

3. Add Credits: In some cases, you may have the option to add credits to your account. This can be useful if you want to prepay for services or if you have received credits as part of a promotion or discount.

By utilizing these features in the company billing section of the settings, you can manage your payment method, review your billing history, and take advantage of credits to ensure a smooth and transparent billing process.

If you have any billing-related inquiries or require further assistance, don't hesitate to reach out to the support team for guidance.

Thank you for using our services, and we appreciate your understanding and cooperation regarding the billing process.