Text messages can be sent manually to both patients and non-patients.

In the Main Toolbar, click Text.

Alternatively, in the Appointments Module, right-click an appointment and select:

• Send Text.
• Send Confirmation Text.
• Send Come In Text.

Before sending text messages, first sign up for eServices Texting and set monthly limits. Text messages are not a secure method of sending PHI.

Single Patient

When sending to a single patient, the window above opens.

Choose one of the following options:

• Patient: Text the selected patient using the phone number on file.
  • Patients should have their wireless number entered in the Edit Patient Information window and have their Text OK status set to Y (Yes).
  • If a patient's Text OK setting is currently N (No), there is a prompt to update the Text OK status before sending the message.
• Another Person: Text a non-patient. The current patient is cleared out and a Wireless Phone Number can be typed in manually.

Find: Only available when Patient is selected. Open Select Patient to search for a different patient to text.

Longer messages may incur additional fees or send in multiple messages. For character limitations and message segment details, see Integrated Texting Q and A.

• Character Count: Count of characters (includes tabs and spaces).
• Message Count: Count of messages that will be sent.

Text Message: Manually type a one-time message or Right-Click the text box for additional options.

Click Send to send out the text message to the recipient.

• A Commlog entry is automatically generated for text messages sent to a patient. Set the default Commlog Type for text messages in Definitions: Commlog Types.
• Messages can also be sent or viewed from the Text Messaging Mailbox.
• If the monthly texting limit is reached, there is a prompt to increase the SMS Warning Amount.

Multiple Patients

In the Appointments Module, right-click an operatory and select

• Text Appointments for Day, Op only.
• Text Appointments for Day, Current View only.
• Text Appointments for Day, Clinic only.

The list of recipients displays at the top. Enter the message to send, then click Send.

Additional Resources

See our video: eServices: Integrated Texting Webinar.
See How to Use Integrated Texting for detailed instructions and an interactive workflow on sending text messages.