Send SMS from a patient's record

Send an SMS message directly to a patient from their patient or clinical record.

Before you begin

Permissions:
  • View Appointments
  • Set up and send patient SMS
Note: Your patient cannot reply to SMS messages sent to them directly.

Procedure

To send an SMS to your patient:
  1. In the patient's record, in the patient information header, click Send SMS iconSend SMS.
    Note: If the patient's consent is not recorded in the patient details, you cannot send an SMS to the patient. To activate Send SMS iconSend SMS option:
  2. In the Send SMS to patient window, select a mobile phone number from the list of numbers recorded in the patient's record, or enter a new number.
    Example direct SMS to patient from their record
    To add this phone number to the patient's record, set Add number to patient's record.
  3. In the Message section, compose your message:
    • From the Template list, either select a template from those created for your centre for ad hoc SMS messages or type your message into the blank template.
    • To insert fields for which relevant data is substituted when the SMS is sent, click + Add Field.
  4. Click Send.

Results

The SMS message is sent to the patient.

What to do next

View SMS messages sent from the appointment book in the Comms Log. These messages have a Message Type of Ad Hoc SMS.