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Module 1: Contacts

Contacts Overview

Sending Texts

When a Patient Texts STOP

Using Replacement Strings

Creating Saved Messages

Turning the Auto Attendant On

Patient Contact Preferences

Viewing Patient Campaign Activity

Editing Patient Information

Sending Compliant Messages

Calculating Texting Credits

Tracking Sent Reminders

Uploading CSV Files

Web Chat

Creating Care Plans

Certification Goal

Quiz

Module 2: Campaigns

Campaigns Overview

Campaign Types

Creating a Campaign

Adding Steps to a Campaign

Creating Smart Templates

Module 3: Feedback

Feedback Overview

Displaying Reviews on Websites

Displaying Reviews on TVs

Sharing Reviews on Social Media

Managing Review Sites

Feedback vs. Review Reminders

Feedback Settings

Manual Feedback Requests

Tracking Feedback History

Protecting Your Google Reviews

Managing Negative Reviews

Drive Patient Referrals

Milestone Reward!

Activity + Badge 

Module 4: Forms

Forms Overview

Create Custom Digital Forms

Form Submission Settings

Form Submission Alerts

Module 5: Online Scheduling

Online Scheduling Overview

Adjust Provider Holiday Hours

Block Office-Wide Closures

Appointment Display Names

Rescheduling and Re-Exam Rules

Set Appointment Types

Post-Booking Webpage Redirects

Track Scheduling History

Find Clinic ID & Portal URL

Module 6: Patient Mobile App

The Scheduling App Overview

Scheduling App Guide

Patient Registration Process

Managing Appointments in App

Booking for Dependents

Syncing with Personal Calendars

Call or Message from the App

Reset and Re-register the App

Set Preferences & Report Issues

Module 7: Provider Mobile App

Provider Mobile App Overview

Provider App Guide

Patient Communication

Filtering & Archiving Conversations

Managing Mobile Notifications

Module 8: Dashboard

Dashboard Overview

Performance Metrics

Reputation Management

$ (USD)

Mastering ALOHA Tools: An Engaging Client Familiarization Guide is a practical, step‑by‑step course designed to help healthcare teams confidently adopt ALOHA’s web and mobile tools for patient communication, campaigns, feedback, forms, and online scheduling. Whether you’re onboarding a new clinic or standardizing workflows across locations, this course turns unfamiliar features into daily time-savers. You’ll explore core communication workflows like sending compliant patient texts, managing contacts, and leveraging saved messages and replacement strings for fast, personalized outreach. Then, you’ll level up with campaigns that automate follow-ups and review requests—while learning best practices to keep Google reviews from being removed. Rounding out your toolkit, you’ll build digital forms, enable online scheduling, and track who booked, all while staying aligned with patient contact preferences. Finally, you’ll go mobile with the ALOHA app to call, message, share images, filter conversations, tailor notifications, and archive threads on the go. Quizzes throughout reinforce knowledge and build readiness for real-world use. If you want a clear path from first login to confident daily operations, this course is your guided shortcut.

ALOHA® Academy - Patient Engagement Certification

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            <p>Mastering ALOHA Tools: An Engaging Client Familiarization Guide is designed to quickly build confidence with the ALOHA platform while reinforcing best practices for patient-centric communication. You’ll begin with clear orientation through an overview and gameplan that set expectations and show how certification works. From there, the course moves into hands-on exploration of the web app, where you’ll learn to navigate the Contacts tab, send compliant text messages, manage STOP requests, and streamline outreach with replacement strings, saved messages, and the Auto Attendant. You’ll also cover how to review and edit patient contact information and preferences to ensure every interaction is accurate and tailored.</p>

<p>As you progress, you’ll master campaigns—creating them from scratch, adding steps, and avoiding pitfalls that cause Google reviews to be removed. The course then shifts to forms and online scheduling, showing you how to create forms, configure scheduling, and view online bookings to keep your team organized and responsive. Finally, you’ll take your skills on the go with the ALOHA mobile app, including logging in, calling, sending images, filtering conversations, adjusting notifications, and archiving threads. Knowledge checks throughout—ranging from web app basics to a comprehensive final—help you validate your skills, and closing surveys capture your feedback and readiness so you can confidently put ALOHA tools to work with patients and clients.</p>
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