What this tab controls
Set it up
1
Get a number
In Your number, select Get a number. You’re taken to checkout for the recurring number fee plus a one-time registration fee. Once payment is confirmed, you land back on this tab and the number appears.
2
Turn on the channels you use
In Channels, switch on SMS, Voice and/or Email. Fax needs no switch — see Faxing below.
3
Set the email address
Put a verified hospital address in Send from. Use Reply-to when replies should reach a monitored inbox rather than the sending address — a front-desk mailbox rather than a no-reply.
4
Watch the credit balance
Texts, calls and fax pages all draw from one balance in Communication credits. Buy a pack, or turn on Auto top-up so it never runs dry mid-month.
Faxing a document
Fax is not a switch — it is gated by having a number and by the Send Fax permission (owners and managers always have it; anyone else needs it granted in Settings → Team → Permissions). To send one, open any signed document — a clinical note, a lab or radiology report, an invoice, or a signed patient document — and choose Send by fax. You’ll see the page count and credit cost before confirming. Faxes the hospital receives land in the Fax Inbox, reachable from this tab or from the sidebar. Nothing is matched to a patient automatically — a fax tells you who sent it, never who it’s about — so a person reviews each one, opens it to see what it says, and either files it into a patient’s documents or marks it junk. An unfiled fax is removed automatically 30 days after it arrives, and the inbox flags anything close to that date.What changes once you save
Turning on a channel means an agent step or automated message that already sends over it starts actually reaching patients — from the number and address on this tab. Until a channel is on, whatever depends on it stays silent rather than failing: no error appears, the message simply never leaves. A published agent whose step sends a text simply cannot when SMS is off. Two things worth knowing. This tab governs communications the hospital sends — including agents — not the hospital’s own internal notification emails; appointment reminders, invoice notices and staff alerts follow their own preference switches, not these. And patient contact preferences still apply on top: a channel being enabled here never overrides a patient who has opted out. Getting a number is a real, recurring charge from the moment checkout confirms — releasing it stops that charge immediately. Running out of communication credits does not fail silently either: sends fall back to email so nothing is ever lost, just delivered a different way.Check it worked
Getting a number: after checkout, return to this tab — the number should read “Registered and active” (a fresh number briefly shows a provisioning status first). A channel: save, reload the tab — the switches should be as you left them. Run one agent or automated message on a channel you enabled, to a colleague rather than a patient, and confirm it arrives from the number or address you configured. Fax: send a document to a real fax number you control, or check the Fax Inbox after asking someone to fax the hospital’s number.Common issues
An upgrade panel covers the whole tab
An upgrade panel covers the whole tab
“Get a number for texts and calls, and let your clinic send appointment reminders and messages. Available on any paid plan.” See Change your plan.
Only clinic owners and managers can configure communications
Only clinic owners and managers can configure communications
Accountants can open settings but not this tab’s controls.
Get a number does nothing, or names a payment problem
Get a number does nothing, or names a payment problem
Select it again — it should open a payment page for the number’s monthly fee and one-time registration fee. If it says numbers aren’t available for the hospital’s currency yet, that currency isn’t priced yet (today: US and Canada only) — reminders still send by email in the meantime.
A channel is on but nothing sends
A channel is on but nothing sends
Confirm the hospital has a number in Your number — a channel switch with no number behind it has nowhere to send from.
The Fax Inbox is empty
The Fax Inbox is empty
That’s expected until someone actually faxes the hospital’s number — nothing is seeded or simulated. Once a fax arrives, it appears here for filing.
Replies are going to a mailbox nobody reads
Replies are going to a mailbox nobody reads
Set Reply-to to a monitored address. It overrides the sending address for replies only.
Reminders still go out after I turned Email off
Reminders still go out after I turned Email off
Ordinary hospital notifications are governed by the notification preferences, not by these channels. Change them there.