How to TDC Last Onboarding Steps

Click here to watch brief tutorial video on how to setup TDC Last Onboarding Steps

This is the final step in the onboarding journey (Call #3). This call should only be scheduled after the client's phone number has been successfully ported (or their temporary number is fully A2P approved if they aren't porting).

Why wait for the phone number?

90% of clients want their appointment reminders to come from their actual business number, not a temporary placeholder. If we turn on the automations before the number is ready, patients will receive texts from a random number, causing confusion.

Step 1: Turn On the Workflows

Now that the correct phone number is active in TrustDrivenCare, we can safely activate the engines.

  1. Navigate to Automations.
  2. Publish Workflows: Go through the folders (Appointment Reminders, Reactivations, Google Reviews, etc.) and toggle the relevant workflows from Draft to Publish.
  3. Save: Ensure you click Save on each one.

⚠️ Multi-Location Clients: If the client has multiple locations, you must ensure the Location Filters are set up correctly inside the Reminders and Review workflows before publishing. (Refer to the Filtering by Location guide).

Step 2: The "Resync" (CRITICAL STEP)

This is the most important technical step of this call.

The Problem: When you integrated JaneApp during the First Onboarding Call, the system synced the next 3 weeks of appointments. However, because the workflows were turned OFF at that time, none of those appointments triggered any reminders. Turning the workflows "On" today will only catch new bookings made from this moment forward.

The Solution: We need to force the system to "see" those existing appointments again.

  1. Go to ClinicSync Reporting.
  2. Navigate to Settings / Connections (Look for the Resync option).
  3. Click the "Resync Appointments" Button.

What this does:

  • It temporarily removes the upcoming appointments from our system.
  • It immediately re-creates them.
  • Result: Because the appointments are being "created" again while the Workflows are now PUBLISHED, they will successfully enter the Reminder and Review automations.

Step 3: Disable JaneApp SMS

Now that our system is handling the communication, we must disable the old system to prevent double-texting.

  1. Log into JaneApp.
  2. Go to Settings > Reminders & Notifications.
  3. Uncheck the SMS/Text reminders.
  4. Leave Email Reminders ON (Especially important for Telehealth links).

Step 4: Final Training & Handoff

Wrap up the onboarding by ensuring the client feels supported.

  • Reiterate "Mastering Essentials": Remind them again about the calls hosted 3x a week by Dwayne.
    • Script: "Now that you're live, questions will come up. The best place to get strategy advice is on the Mastering Essentials call with Dwayne. He's a clinic owner using this exact system."
  • Verify Success: Send a test text to your own cell phone from their account to prove the number is working and the caller ID is correct.