Make the most of your time with our Two-Way Texting Writeback feature

Save time, and avoid copy-paste, with PetDesk's Two-Way Writeback feature. Let us automatically sync your Two-Way conversations to patient records - in real-time - with your practice management system. Empower you and your staff to maintain patient records within AAHA standards, without the extra work! 

Note: this feature is only available to providers on the following practice management systems (PIMS):

• AVImark
• Cornerstone
• Cornerstone Cloud ☁️
• Impromed
• DaySmart Vet/Vetter ☁️
• Multi-site customers are not currently supported for this feature

Contact your dedicated Customer Success team or PetDesk Product Support to enable the Two-Way Writeback feature. Once enabled, a non-client visible divider will appear in each Two-Way conversation thread, indicating it's ready to go. Only new texts after enabling are eligible for writebacks.

1. When logged in to the PetDesk Dashboard, click the Inbox tab on the left main navigation panel.

2. Select a conversation thread and hover over a particular text message.

   • • If the client has a PIMS ID, and at least one active pet with a PIMS ID, the Sync to Patient Record button will appear and become blue when hovered over. The phone number from the conversation in the Inbox has to be registered to the client's PetDesk account. Otherwise, the button will be grayed out. 

All prior text messages eligible for writebacks, starting from the message you clicked the button on, will be highlighted with a light blue background. 

Click the Sync to Patient Record button and fill out the pop-up Conversation Options window.

How do you want to save this conversation?

• Save to Patient Record and Archive
  Initiates a writeback and automatically archives the conversation. You can locate the text message in the Archive sub-tab of the Inbox.
  
• Save to Patient Record
  Initiates a writeback.
  
• Archive
  Ends the conversation and moves it to the Archive sub-tab.
  Note: Moving forward these particular text messages will not be eligible for writebacks.

• None
  Ends the conversation and leaves it in the main Inbox tab.
  Note: Moving forward these particular text messages will not be eligible for writebacks.

  
  Tip: If you want to remember these particular settings for this client check the box: Remember my selections
  
  

What's the benefit of ending the conversation?

• • Ending a conversation will group the associated text messages so that you control the types of conversations that are saved to your PIMS. That group of text messages will be separated from future conversations written back for this client.
    
    

The Description (40 character limit) and STAFF INITIALS (4 character limit) fields are optional.

Note: When the conversation is sent to your PIMS, it may save with different Staff Initials. Due to the way the conversation data is pushed into your PIMS, the first Staff Initial that is read from your PIMS is the one that will be associated to the conversation. The initials will have to be manually changed.

The file name will populate based on this data:
petdesk_sms_{mm-dd-yy-hhmm}_{staffinitials}_{clientfullname}_{patientfullname}

When a conversation is ended or initiated to write back into a PIMS, the background color changes to grey.