Product and Features

Do you offer custom plans?

Yes. We provide customized pricing options to cater to the specific needs of practices.

How long does onboarding take?

Typically, onboarding is a speedy process. Practices are usually onboarded and trained in a few business days.

How do I add the online scheduler and website chat features to my website?

Add any customizations your practice needs to your website with Doctible's Website services.

How easy is it to edit my website?

With Doctible's website services, you can edit your site for free once per month. Our team of experts will handle all edits so your staff can focus on  your patients.

How does the Website Messenger chat function work?

Create automated responses to answer specific questions or connect website visitors with a real person during office hours.

I'm using another patient engagement tool, how do I manage a transition?

Our customer success team specializes in transitioning offices from other systems to Doctible. The process is seamless and your patients won't notice any downtime as you make the switch!

Do you offer free trials?

In special circumstances, we are able to provide special offers. Speak to a Doctible team member to learn if your practice qualifies for trial pricing or other relevant offers.

Do I need to have a Doctible Website to use Messenger?

No! You can take advantage of the messenger without a Doctible Website.

Which email statistics and analytics are included in Campaign insights?

You can view open rates, the number of clicks, total email forwards, unsubscribes, and more.

Does Doctible save my patients' email addresses?

You collect patients' contact information and save them in Doctible's platform so we can add them to your email campaigns.    

How many emails can our practice send?

Send as many emails as your team wants!

What email account does Doctible's Campaigns feature use?

Your practice chooses the email address used in Campaigns.

How quickly are review requests sent to patients after their appointment?

You have the flexibility to choose when to send requests. You can choose to automatically prompt patients for a review if they have not responded to the initial message.

How do I know who's received review requests?

You can use the dashboard to see a list of patients who were sent a request and view their responses.

Are reviews collected using Doctible automatically published on Google and Facebook?

Yes. You can connect your Google Business page, Facebook account, and other online platforms so reviews are posted immediately. Moreover, you can respond right from the Doctible Dashboard.

What phone number will my practice use to send reputation management texts?

Online review request texts will come from your office phone number!

Does Doctible integrate with my EHR/EMR or PMS?

We integrate with most popular EHRs and PMSs across many healthcare specialties. Talk to a Doctible team member to learn if yours is one of them!

How do patients schedule their next appointment?

Your practice can offer patients the option to book appointments online through a custom link or by calling the office in customizable recall messages.

Where is the patient appointment history stored?

Doctible's platform stores patient appointment history. Our recall technology can see their last appointment and configure recall intervals based on visit history.

What phone number is used to send recall messages?

Automated Patient Recall from Doctible uses the same number as your practice.

How do I access Digital Forms records?

You can view all the forms you've received from patients in your portal. Your practice can download, print, and take other actions.

Can digital forms be accessed and completed on various devices?

Yes. Patients can access their digital intake forms on smartphones, tablets, and computers.

How are online forms' information stored?

Intake forms are stored in our HIPAA compliant dashboard for your front office to review.

Do you support practices with multiple locations?

Yes. We can provide patient engagement services to practices large and small, from one office to multi-location practices to MSOs and DSOs.

Do patients choose their providers and appointment type?

Yes, patients choose their appointment type. You can require patients to choose a doctor associated with the selected appointment type or skip it altogether and let the algorithm decide based on who's available.

How are appointments confirmed?

You can set the appointment workflow to automatically accept bookings and send them to your EHR, or set it as an appointment request for the office manager to confirm and send to the EHR.

How do I add the scheduler to my website?

The Smart Scheduler connects to your website without installing anything on the back end. The platform ensures only available appointment slots are shown.

What happens to the patients who don’t claim the appointment?

The patients will be notified by text message that the appointment was filled, and they will be contacted about future openings. EasyFill notifications are customizable, so the practice can choose how to manage the process.

When a patient accepts the appointment, does it go directly to my EHR? Or do I have control over that?

Practices have complete control. We do not push any appointments to your EHR or PMS until you approve them.

How do you manage the waitlist?

Practices can create their waitlist once and update it moving forward, making the process a breeze! The waitlist is then managed via your Doctible dashboard and is integrated with your EHR. You can select which patients belong on the waitlist and tag them according to your practice's needs.

How much does EasyFill cost?

We're happy to share that EasyFill is included in all Gold+ packages! Talk to a Doctible team member to learn how to use EasyFill in your practice.

Does EasyFill's automated waitlist fill the appointment automatically for the patient?

From the patient's perspective, yes. Practices have the option to approve the appointment manually or for the system to confirm the first patient that accepts. The practice will then push the information to their EHR or PMS.

When do traffic alerts get sent to patients?

When these alerts get sent to patients is customizable.

What directions do patients get if I have multiple practices?

Patients will get the directions to the practice they booked with.

How do traffic alerts know the traffic conditions?

Traffic Alerts take into account the location of a patient's phone and use maps to determine how far away they are, identify the current traffic alerts, and calculate how long it will take them to arrive on time.

What happens if a patient doesn't answer the phone?

Our Voice Reminders can be recorded to a voicemail.

How do I change my current voice message scripts?

Practices can view and edit the content of their messages as a written template. They can also send sample test calls to themselves to ensure voice messages are read correctly.

How do I schedule Voice Reminders to send?

Voice reminders can be scheduled through the Doctible portal based on your office's preferences, the same as you would with a scheduled text message or email.

How are appointments confirmed via Voice Reminders?

Patients can confirm by clicking 1 or voicing their confirmation. Next, the confirmation is routed back to your Doctible system, and your office can confirm the appointment before syncing with your EHR.

How are voice messages recorded?

Outgoing Messages created by your "script" are read when the patient answers their phone. If they do not answer, it is recorded to their voicemail.

Do I have limitations on how many texts or messages I can send per month?

No. You don't have a maximum number of text messages you can send with Doctible.

How do I send these messages?

You can send them via text, voice call, or email your patients.

Can I create my own templates?

Yes! You can create templates that fit your practice and use personalization tokens to customize your messages.

How often can I schedule messages?

You can schedule these messages as often as you need.

Do patients have to opt in to receive reminders?

Yes. Patients must opt-in and agree to privacy policies to receive messages.

What happens when someone doesn't respond to their reminder?

You can filter by scheduled appointments that have yet to be confirmed to understand which patients need more attention.

How do confirmations reflect on my schedule?

Once an appointment is confirmed, it will immediately reflect on your schedule in Doctible. You can approve the appointment and push it to your EHR or PMS from there.  

How many templates can I create?

You can create as many custom templates as your practice needs and automate when they are sent, as well as which group of patients they are sent to.

Does Patient Communicator protect my patients' information?

Yes! Doctible Patient Communicator is HIPAA and TCPA-compliant. We also ensure all numbers are 10DLC compliant to prevent any disruption in your SMS service.

Do I get to choose my phone number?

Your phone number will reflect your office phone number so patients can recognize where the text originates.

Is Doctible TCPA compliant? 

Yes! Doctible is a leader in the industry in TCPA Compliance (Telephone Consumer Protection Act (47 U.S.C. § 227)).

Is Doctible HIPAA compliant? 

Yes! Doctible's solutions are completely HIPAA compliant. Talk to our team about common risks many practices face with compliance using their current patient communication tools. 

Can Doctible prevent bad reviews? 

It's unethical to prevent bad reviews, and we can't legally stop patients from leaving negative reviews on your online listings. 

However, we've designed Doctible's automated review workflows to mitigate this challenge. Patients can share positive reviews on Google and Facebook with a few clicks. If a patient has a complaint, they can send personalized feedback directly to your office instead. 

Our secure patient feedback collection includes tools to monitor trends and patient satisfaction metrics. As a result, you can quickly take corrective action and resolve issues early.

Does Doctible integrate with my EHR or PMS? 

We integrate with most popular EHRs and PMSs across many healthcare specialties. Reach out to learn if yours is one of them! 

Is there a limit to the number of text messages I can send per month?

No. There's no maximum number of text messages you can send with Doctible. 

I already have a patient reminder system in place. Will moving to Doctible impact my patient experience?

Absolutely not. Our support team specializes in ensuring your system is set up correctly before launch with no impact on your patients.

Does Doctible support multiple locations?

Yes. Doctible supports multiple locations and has an enterprise dashboard that allows you to manage all your locations from one login!

What are the main features Doctible offers?

Doctible provides several different automation options that cater to your practice needs no matter the size or whether you are in or out of the office. Doctible offers reputation management, two-way texting, patient recall, patient reminders, smart messaging, website messenger, digital forms, and smart scheduler.

Who does Doctible serve?

Dental, vision, and other medical specialties.

How long has Doctible been in business?

Doctible was incorporated in 2014 and now works with over 7000 locations across the nation.


I'm currently using another patient engagement tool. How do I manage a transition? 

Our customer success team specializes in transitioning offices from other systems to Doctible. The process is seamless, and your patients won't notice any downtime as you switch! 

How is Doctible billed?

Doctible services are billed monthly or annually, according to your service contract.

Is patient data protected?

Yes. Doctible is purpose-built solely for healthcare practices and takes patient privacy and data security seriously. We have many controls in place to ensure we are HIPAA compliant.

Does Doctible offer support?

Yes. We have multiple ways for our customers to receive support. Customers can call our support line, submit a ticket, or chat with a live support agent right from their dashboard.

What number will patients receive text messages from?

In most cases, we can use your office number to send and receive text messages (depending on your phone provider).

Getting Started

How long does onboarding with Doctible take? 

Typically, onboarding is a very fast process. Practices are usually onboarded and trained in a few business days. 

Are there any additional fees? 

No. All the costs associated with your agreement are clearly stated and outlined.

Does Doctible offer free trials? 

In certain circumstances, we can provide special offers. Speak to a Doctible team member to learn if your practice qualifies for trial pricing or other new customer offers.

What are Doctible's payment terms? Do I have to pay annually? 

We offer flexible payment terms. Most customers subscribe to our services via monthly invoices with annual contracts. We also offer services on a month-to-month basis. 

Do you offer custom pricing plans? 

Yes. We offer custom pricing for practices looking for a combination of features specific to their needs.

Does Doctible offer training?

Outside of personal onboarding with our team, we have a library of resources ranging from webinars to case studies and more! Check out our practice training resources.

How can I learn more?

Outside of a personal demo with our team, we have a library of resources ranging from webinars to case studies and more! Dive into our practice resources to learn more.

Is Doctible easy to use?

Yes! Doctible was developed to streamline the operations of your practice and help alleviate frustrations! New customers can learn how to use Doctible in a matter of days!

How do I get started with Doctible?

Getting started is easy!

The best way to get started is to schedule a quick demo so we can get to know your practice's specific needs and show you the platform firsthand. From there, our team can start your setup process and ensure a smooth transition for your practice.


Does Doctible white label?

We do! Our entire suite of features is available to be resold under your custom brand.

Does Doctible offer reselling?

Yes, you can purchase a license from us to resell to your customers. In this case, you'll be the main contact for any sales and support.

Does Doctible have an affiliate program?

Yes! Recommend Doctible to your customers, and we'll handle the sales and support side.

See Doctible in action.

If you want the best digital patient engagement and marketing platform, you need Doctible.