Engage - Use Your Business Number

Want to use your existing business number for texting at one of your locations? Our team can help determine whether your number can be hosted.

Step 1: Sign up for Engage

For more details on this step, see Get Started with Engage.

  • Click More → Settings and select the Integrations tab.
  • Locate the Engage heading and click Learn More.
  • Scroll down to the plan descriptions and click Select Plan.
  • Complete the fields in the Account Setup window and click Submit. 

Step 2: Contact Support

  • Send an email to PracticeQ Support at hello@intakeq.com. Include the following:
    • The business number that you wish to use
    • The location to which you wish to apply the number

NOTE: Only one location can use your business number, and each location will have its own texting number in Engage.

Step 3: Verification Call

  • If PracticeQ Support determines that your business number can be hosted, they will do the following:
    • Schedule a verification call with your office
    • Provide you with a verification code
  • When you receive the automated call, enter the provided verification code.

Step 4: Letter of Authorization

  • PracticeQ Support will procure a Letter of Authorization and send it to your practice.
  • Your practice will sign this document and send it back.

Step 5: Success!

  • You will receive an email from app@intakeq.com explaining that your number is ready.

TIP: Navigate to the location in Engage and send yourself a test text to confirm the outgoing number.