Overview

Send a direct, one-time message to a patient from their patient info page. A one-off message is intended for direct outreach.

Before you begin

• Access to the Patient page.
• The patient must have a mobile number on file to be messaged.

Steps

1. Go to the Patient info page and open the patient you want to message.
2. In the patient info page, click Communications.
3. Review the conversation window. If the patient has more than one message thread, select the correct thread at the top before sending.
4. Confirm the patient can be messaged. If messaging is available, you can type in the message box at the bottom; if it's unavailable, the page will note that the patient needs a mobile number or email on file.
5. If your organization uses multiple sending numbers, review the Sending from dropdown and choose the correct number. If only one default number is used, it's already shown.
6. Type your message in the message box.
7. To start from a saved template instead, click the message template icon next to the message box. This opens your saved broadcasting templates — select one and the text loads into the message box. You can still edit the wording before sending.
8. Review the message. For SMS, use the segment indicator to see whether the text is getting too long.
9. Click Send.
10. Confirm the message appears in the conversation thread.