Sending a quick text

For something that doesn't need a template — a one-off question or reminder — you can send a text directly from the patient's record.

Send the text

Open the patient's details and choose Send SMS. This only appears if the patient has a mobile number on file, so there's always somewhere for the message to go.

The Send SMS action available on a patient's details, next to their mobile number.
Sending a one-off text from a patient's details.

Write the message and send. Every message you send this way, along with automated confirmations and reminders, appears afterwards in the patient's communication history.

For something recurring

If you find yourself sending the same message often, it's worth setting up a proper template instead — for confirmations, reminders, cancellations, and follow-ups — so it happens automatically rather than one text at a time.

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