Welcome to Dialog Health
What's Next?
This article will outline what you can anticipate during the implementation process with Dialog Health.
Phase 1: Kick-Off Call
- The initial phase involves a 30-minute conferences call with the Dialog Health team, wherein we will validate your data provider, evaluate your existing workflow, and engage in a comprehensive discussion regarding the specific messages you intend to communicate with your audience. Typically, the kick-off call is scheduled within a period of 7 days subsequent to the receipt of the signed order from back to Dialog Health.
- Following the kick-off call, we will request your valuable input in reviewing sample messages sourced from our comprehensive library. We kindly ask you to carefully examine the messages and make any essential revisions prior to submitting them back to our team. We appreciate your promptness in returning the reviewed messages within a period of 7 days subsequent to the completion of the kick-off call.
Fill out the Getting Started Form to help our team get to know you better! Scroll down to the end of this article to download our fillable PDF of the Getting Started Form and return it to Dialog Health.Phase 2: Console Setup & Review
- Upon receipt of our finalized messages, our team will commence the customization process of your platform, meticulously aligning it with your specific messaging preferences and overarching goals. To ensure seamless integration, we will arrange a 30-60 minute meeting where we can jointly review the text messages within the platform, and provide valuable insights on best practices for sending text messages from Dialog Health. This call is expected to take place within 7 days of the subsequent kick-off call.
- Gaining a comprehensive understanding of your texting goals with Dialog Health significantly enhances our ability to ascertain the appropriate data requirements for our platform, thereby ensuring a successful and seamless texting experience for your team.
When brainstorming text message ideas, avoid placing too much pressure on yourself as the messages selected at this stage do not necessarily need to be permanent. Throughout the implementation process, our team will provide comprehensive training to empower you with the necessary skills and confidence to create and edit text messages, ensuring on-demand customization capabilities.
Phase 3: User Training
- After a data connection has been established between your organization and Dialog Health, it's time to schedule the 60-minute user training session. User training is typically scheduled within 7 days of data being verified in the platform and takes place the day of or the day before your team plans to go live with Dialog Health.
- Login credentials to access the platform will be given to your team at this time.
Simultaneous: Establish Data Connection
- Dialog Health will begin to facilitate establishing a data connection between our platform, and your facility's EMR or scheduling platform after your preferred text messages have been chosen.
- The timeline for establishing a data connection can vary depending on the integration type. Your implementation lead will help identify how quickly your team will be able to get your audience into the platform.
- Depending on the circumstances, it may be necessary to coordinate with a data contact or vendor. Multiple calls may be scheduled based on the necessary level of collaboration between the two teams.
- Within this article, we have attached our Patient & Appointment Data Guide to help you gain a better understanding of how we receive patient/appointment data and why it matters.
- Before User Training is completed, data required for texting must be verified by your team in the platform.
What is the Knowledge Base?
The Knowledge Base is going to be your new best friend while you quickly become an expert user of Dialog Health. We want you to get in the driver's seat and own your console!
Come to the Knowledge Base when you need to learn more about...
- Sending text messages
- Exchanging data with Dialog Health
- Customizing the platform
- AnalyticsPRO reporting
- Features included in our newest releases
- FAQs, and much more!
Of course, if you can't find your answer through the Knowledge Base, you can submit a ticket and our support desk will reach out to you as soon as possible.
Ensure quick and convenient access to a treasure trove of Dialog Health insights by bookmarking the KB today!
Our support line is monitored Monday through Friday from 8:00 am – 6:00 pm CST
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