Cloud 9 Connect is our advanced communication package that includes features such as Automated Reminders, Two-Way Messaging, and Patient Communication options through the Scheduled Contract Payments Automation Tool. Additionally, the package offers the Recurring Campaigns feature, which supports both one-time and ongoing mass email campaigns, as well as a new capability for financial text campaigns. For more information, please review the links provided below and feel free to contact Support with any questions.
Cloud 9 Connect Links
-C9 Connect Appointment Campaigns This is where you set up the rules that govern automated appointment reminders. You can also view these helpful articles for Appointment Campaigns Templates. Creating Text Reminders Appointment Campaigns
-C9 Connect Reminders Dashboard This is where you can view all sent appointment reminders.
-C9 Connect Two Way Messaging This is where you can learn how to use the Two Way Messaging Module.
-C9 Connect FAQ's This page has some common FAQs for those considering Cloud 9 Connect, or new clients learning about it.
-C9 Connect Troubleshooting This page includes common problems in C9 Connect, and how to diagnose and fix them.
Recurring Campaigns Links:
-Recurring Campaigns Overview
-Recurring Campaigns: Employee Permissions
-Recurring Campaigns: Creating an Email Template
-How to add a Sender Address and Unsubscribe Link to Email Template
-Creating a Text Template
-Recurring Campaigns: Recipient Lists
-Creating & Sending Recurring Campaigns.
Financial Text Campaigns
Cloud 9 Connect is now proud to offer our brand new Financial Text Campaigns! (Note: At this time text campaigns are only available via Financial Campaigns, patient care follow up text campaigns are coming soon.)
-How do we setup and use Financial Campaigns via Cloud9 Connect?
-Video: How to create and send Financial Campaigns via Cloud9 Connect.
-How to set up a Responsible Party recipient list for financial campaigns.
-How to Create a Financial Campaign Template.
-How to setup up a financial campaign for a Responsible Party with an aged balance.
-Example of how to set up message intervals for Financial Campaigns.
You can also create customized Patient Communications Options for the Scheduled Contract Payments. Follow this link to learn more: Creating Text Templates For Scheduled Contract Payment Patient Communications Options.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.