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.
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.
Was this article helpful?
Your feedback helps us improve our documentation.
Rate this article:
Related articles
Understanding placeholders
Messaging and campaigns
Set up appointment confirmation emails
Messaging and campaigns
Set up appointment confirmation texts
Messaging and campaigns
Set up appointment reminder emails
Messaging and campaigns
Still have questions?
Our support team typically replies in under 4 minutes on live chat.