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Configure Phone Names

Overview

When your organization uses multiple phone numbers for patient communication (e.g., different lines for SMS, different regional numbers, or department-specific numbers), you can assign custom labels to each number in the Designer. These labels appear in the Care Portal when staff select a sending line for SMS messages.


Why This Matters

Without labels, phone numbers appear as raw digits in the sending line selector. Custom labels make it immediately clear which number serves which purpose – for example, "Main Clinic Line", "Behavioral Health SMS", or "East Region".


How to Configure

  1. In the Designer, navigate to Phone Names or Configure Phone Names.

  2. Locate the phone number you want to label.

  3. Enter a Label for the number (e.g., "Primary Care SMS").

  4. Save and publish.

The label appears in the Care Portal's SMS sending line selector, alongside (or instead of) the raw phone number.


Notes

  • Labels are for display purposes only – they do not affect call routing, SMS delivery, or billing.

  • If no label is set, the raw phone number is shown in the Care Portal.

  • Phone numbers themselves are configured through your communications provider (e.g., Twilio). Labels are applied on top of the existing number configuration.


Publishing

Create a draft in the Designer and publish to apply labels to the Care Portal.

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