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Interactive SMS (v4.8.0)

Interactive SMS (v4.8.0)

Owned by Jessica Colaw
Last updated: Apr 30, 2025
5 min read

We’re excited to introduce this powerful new feature in Blueprint OMS for seamless communication between your clinic and patients! This new SMS functionality offers a more efficient, convenient, and secure way to stay connected with your patients, enhancing both patient experience and clinic workflow.

How do I enable Interactive SMS?

Only users with the “Maintain SMS Messaging settings” can enable or disable this feature.

  1. Navigate to Setup > SMS messaging > click Enable interactive messaging.

  2. You will receive an SMS consent notice. Please read carefully and click yes to proceed.

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  1. Highlight a location and click edit details. Select one of the following options.

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Options

 

Options

 

Use clinic number

  • Also referred to as a 'hosted number' order.

  • This is only for clinics that have an existing voice number(s) that they would like to also use for SMS in Blueprint OMS. Clinics will still own the number, but you are allowing us to provision it for SMS messages.

  • This option requires two (2) separate PDFs:

    • A completed Letter of Agency (LOA). Template here.

    • Last month’s phone bill for the given number. If the bill doesn’t show the number (e.g. 123-456-7890), then please also include within the same PDF a document showing ownership of the number, for example, a screenshot from the SMS provider's website.

Before uploading: Make sure you fill out all sections within the template. If you fail to fill out the template correctly or provide incomplete information in the phone bill section, it can lead to delays in the provisioning process.

You can upload both documents in the Blueprint OMS prompt that appears after selecting this option and clicking Next.

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For US clinics, the process will take longer due to additional verification requirements (see below).

Choose a new number

  • Allows users to search for and order a new SMS number to use with Interactive SMS. When searching for numbers, you can optionally fill in the parameters such as State/Province, Area code, Ends with or contains, and Toll-free to narrow down options.

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Toll-free numbers are only available for search in the US and Canada.

US customers: An additional verification step will be required depending on the type of number.

  1. Toll-free (Begins with 800, 888, 877, 866, 855, 844, or 833) takes around a week for the number to be ready to use

  2. Not Toll-free (All other numbers) takes several weeks for the first number to be ready to use. After that point, provisioning new numbers should only take a couple of days.

Canadian customers: Toll-free numbers are subject to a 1-week verification time.

Non-US customers: The number should be ready to use within an hour.

Change or remove number

  • This functionality enables users to assign an existing Blueprint OMS number—previously provisioned via either the "Use a clinic number" or "Choose a new number" options—to a specific location, or to remove a number from a location. Numbers can be assigned or unassigned regardless of their provisioning or verification status.

    • For example, if you have provisioned the number 123-456-7890 but are still awaiting verification, the number can still be assigned to a location. However, until verification is complete, SMS messages from that location will continue to use the default Blueprint OMS number (e.g., the default SMS reminder number).

Only one number can be directly assigned to each location. If a number is already assigned to one location and needs to be used by additional locations, you must group those locations under the primary location using the "Group with parent location" feature.

  • To unassign a number from a location, select the "Change or remove number" option and choose <None> from the drop-down. For instance, if the number 111-111-1111 is assigned to Location A and needs to be reassigned to Location B, follow these steps:

    1. Go to "Change or remove number" for Location A and change the number to <None>.

    2. Then, go to "Change or remove number" for Location B and assign the number 111-111-1111.

  • You also have the option to unassign a number from a location without immediately reassigning it elsewhere. In this case, the banner panel (see below) will update to reflect the number's unassigned status. This functionality is particularly useful when you have a number that is still in the process of being provisioned but wish to temporarily use an alternative number. By leaving the original number unassigned, you can maintain a record of it while utilizing a different number in the interim.

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Group with parent location

  • This feature enables you to group multiple locations under a single primary location, allowing them to share the same phone number—since 1 number can only be directly assigned to one location at a time.

    • For example, if Location A is grouped under Location B, all new SMS communications (such as appointment reminders or Text to Pay messages) for clients at Location A will be sent using Location B’s phone number. In the Messaging Center, messages for both Location A and Location B will appear under Location A’s name.

Please note the following grouping restrictions:

  • A location cannot be grouped under another location that is already designated as a child. For instance, if Location A is grouped under Location B, you cannot then group Location C under Location A.

  • A location that is already acting as a parent cannot be grouped under another location. For example, if Location A is grouped under Location B, Location B cannot be grouped under Location C.

  1. Numbers pending verification will be indicated with a clock icon, while those that fail verification will be marked with a warning icon.

Icon

Meaning

Icon

Meaning

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Provisioning in progress

Provisioning failed

No icon

Provisioning completed

If your verification fails, please create a support ticket or email support@blueprintsolutions.us.

  1. After your number(s) have been successfully verified, you may begin interacting with patients.

Click here to learn more about the Messaging Center and the patient Messaging tab.

 

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