Getting Started with Campaigns
STEP 1
Submit Your Legal Business Information
Vyne Trellis requires legal business information to be entered to verify your practice for texting purposes.
STEP 2
Get Installed with the PMS Sync Tool
Contact your Onboarding Account Manager.
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.
