The PatchOS Mobile App gives you access to your clinic’s CRM and communication tools directly from your phone. Manage leads, conversations, appointments, and follow-up from anywhere — without needing to log into the desktop platform.

With the PatchOS Mobile App, you can:

• Reply to texts and messages
• Make and receive calls (if phone services are enabled)
• Manage contacts and opportunities
• View and update pipelines
• Access calendars and appointments
• Receive real-time lead notifications
• Stay connected with your team and patients on the go

Use the same email and password you use for your PatchOS account on desktop. If you have not received your login invite yet, please contact your Account Manager or submit a support ticket.

Yes. Once your clinic phone number is connected to PatchOS and A2P verification is completed, you can call and text directly from the app using your business number.

You can also:

• Forward calls to another phone
• Use the desktop platform for communication
• Manage conversations from anywhere using the mobile app

First, make sure push notifications are enabled:

• In your phone’s settings
• Inside the PatchOS app settings

If notifications still are not appearing:

• Fully close and reopen the app
• Confirm you are logged into the correct account
• Update the app to the latest version

If the issue continues, contact Patch Support and include your device type along with screenshots of the issue.

On the login screen, select “Forgot Password” and enter the email associated with your PatchOS account. You’ll receive an email with instructions to reset your password.

If you do not receive the email within a few minutes:

• Check your spam or junk folder
• Confirm you entered the correct email address
• Contact Patch Support for assistance

To request deletion of your PatchOS account and associated data, please contact Patch Support directly from the email associated with your account.

Your request should include:

• Clinic name
• Full name
• Account email address
• Reason for deletion (optional)

Please note that deleting your account may permanently remove access to conversations, contacts, workflows, and other CRM data associated with your organization.

https://thepatchsystem.com/patchos-app-terms-and-privacy-policy