Texts cost credits and the clinic should know where they go: reminders, broadcasts, one-off messages. This report shows usage over time and the balance it leaves.

What it shows

SMS usage & balance counts the text messages sent in the period, split between automatic messages such as reminders and confirmations and broadcasts, with the number of segments each used, a count by day, and the clinic's current credit balance. It's clinic-wide, because credit is.

Filters: a date range with the presets Today, Week, Month, Quarter and Year or a custom range. It needs the operational reports permission, which every role has.

The SMS usage and balance report with Messages sent, Delivered, Segments used and Balance left figures, a daily chart and a table by message type.
SMS usage and balance for the month: 1,240 messages, 1,410 segments, 860 credits left.

Reading it

Headline figures: Messages sent, Delivered, Segments used, Balance left.

Columns: Type, Count, Segments.

Acting on it

Segments are what you pay for: a long template costs two or three per message. If usage is higher than expected, shorten the reminder templates. Top up and set a low-balance alert under SMS settings; the dashboard warns when fewer than 200 messages are left.