Next Steps To Install The Snapshot, And How to Get Support...
Step 1: Join Our Exclusive Facebook Group...
Step 2: Create High Level Account
Step 3: Setup Twilio Account & Integrate with HighLevel
Step 4: Add A New Phone Number
Step 5: Upload Snapshot to HighLevel Account
Step 6: Download List of Patients to to CSV or XML File
Step 7: Suggested "Cleaning" of The List
- We typically recommend the following steps to clean up your download of
duplicates, errors, etc…
- Exclude “Archived” patients if you have not already and IF you typically use “archive” to exclude patients you do not want to see.
- Exclude minors by sorting by birth date and deleting any under the age of 18.
- Exclude duplicate phone numbers.
- Sort by phone number.
- In Excel you can highlight duplicates in formatting.
- Delete one of each until no duplicates remain.
5. Keep in mind that the values in the “First Name” column will be used even if
they are technically incorrect. Look through and fix anything that would be wrong to use.
Step 8: Upload Patient List into HighLevel Account
Step 9: Send by Adding to Workflow
- Workflows & Offers
– 200 per day
– Repeat every 1 day
- Add to Workflow