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Patient Copilot Help Center

Understanding Default Phone Preferences for New Sub-Accounts

When creating new sub-accounts, certain settings are pre-applied to streamline the setup process. These settings ensure that sub-accounts are configured optimally from the start, reducing manual adjustments. However, users can modify them at any time to better suit their operations. * * * ## How to Modifying These Settings Users can adjust these preferences anytime based on their operational requirements. To make changes: 1. Login to your Agency Account and click on Settings. 2. Click on Phone Integration. 3. Click on the Account Creation tab. 4. Update the settings based on your needs.!(https://assets.patientcopilot.ai/92bdadc47291e399.gif) * * * ## Understanding Default Preferences ### 1. Automatically Link Phone System ✅ Pre-enabled by default This setting ensures that new sub-accounts are automatically connected to the phone system. It provides instant access to messaging and voice services, eliminating the need for manual setup. ### 2. Allow Sub-Account Users to Submit A2P Registration if Re-Billing is Disabled By default, sub-accounts can only submit A2P (Application-to-Person) registration if re-billing is enabled. Enabling this option allows users to submit A2P registration even when re-billing is disabled. (Optional setting) ### 3. Automatically Enable Number Intelligence This feature provides enhanced phone number intelligence by: - Validating numbers before sending the first SMS