Create text template to confirm welcome appointments with new patients, and include name of health coach and their phone number.

1. Go to Health Team Info Shared
2. Under Health Coaches, copy Health Coach Name (highlight and ctrl C)

3. Go to Template Name and paste Health Coach Name (ctrl V) and type Appt Confirmation

4. Copy the text below (highlight and ctrl C)

Hi [Patient Name], this is a ViTel Health confirmation about your Welcome Call with your health coach, [Health Coach Name]. She’ll be calling you on [Appt Date/Time] to learn about your goals and help you get started.

If you need to reach her directly, you can call or text her at [Health Coach Phone Number].

Please let us know if you have any questions. We look forward to supporting you on your health journey.

5. Go to Template Text, right click and paste

6. In Template content, Update Health Coach text to Name of Health Coach

7. Go back to Health Team Info Shared, and copy Vitel Phone # of Health Coach (highlight and ctrl C)

8. Go to RingCentral and paste Health Coach's Vitel Phone # in Template content
9. Click Save

10. Repeat steps 1-9 for every Health Coach

Back to Table of Contents

Create text template to confirm welcome appointments with new patients, and include name of health coach and their phone number.

1. Repeat Create New Template steps
2. In Template name enter CCM/RPM Info

3. Copy the text below (highlight and ctrl C)

Hi [Patient’s Name],

Great speaking with you earlier! I’m reaching out from my texting number, but if you’d like to call me, you can reach me at 1-800-839-6207.

As requested, here’s a quick overview of our services at ViTel Health:

👉 www.vitelhealth.com/patients

If you need anything else, just let me know—I’m here to help!

[Your Name]

4. Go to Template text and paste

5. Add your name at the bottom of the message
6. Click Save

7. Optional: Repeat steps 1-6 for
   1. CCM ONLY: Use template below

Hi [Patient’s Name],

Great speaking with you earlier! I’m reaching out from my texting number, but if you’d like to call me, you can reach me at 1-800-839-6207.

As requested, here’s a quick overview of our services at ViTel Health. (Please note that your current insurance plan covers CCM services only.)

👉 www.vitelhealth.com/patients

If you need anything else, just let me know—I’m here to help!

[Your Name]

b. RPM ONLY: Use template below

Hi [Patient’s Name],

Great speaking with you earlier! I’m reaching out from my texting number, but if you’d like to call me, you can reach me at 1-800-839-6207.

As requested, here’s a quick overview of our services at ViTel Health. (Please note that your current insurance plan covers RPM services only.)

👉 www.vitelhealth.com/patients

If you need anything else, just let me know—I’m here to help!

[Your Name]

Back to Table of Contents

1. Click Use Template Icon

2. Search or click on template that you would like to use

3. Click Apply

4. Add patient's name, appointment date and time, and anything else.
5. Click Next

6. Review and click Send icon

Back to Table of Contents