Getting Started with Campaigns
STEP 1
Submit your Legal Business Information
Failure to submit your Legal Business Information will result in limited functionality of Vyne Trellis® features.
Important: This step must be completed before training or onboarding can begin. This information is typically found on an EIN (CP575) or 147c Tax Form.
What happens if I don't update my Legal Business Information?
If you fail to include the required information, text messages will be marked as spam and blocked from reaching patients.
STEP 2
Connect Vyne Sync to Your Practice Management System*
By connecting Vyne Sync, patient data will automatically flow into Vyne Trellis, eliminating manual entry.
Note: Vyne Sync is required to be installed on your practice server
*If you have not already connected Vyne Sync to your Practice Management System.
STEP 3
Enable Automated Treatment Plans
Learn how to automate contacting and scheduling patients who have existing Treatment Plans and need to be scheduled.
STEP 4
Create a Custom Campaign
Learn how to streamline appointment scheduling by automating outreach, including the ability to segment your patient population based on procedures needed, insurance coverage, last treatment date, and more.
