How to Send Texts (SMS) to Patients

Sending texts to patient’s mobiles ensures efficient communication between providers and patients. Follow these steps:

There are three ways to send an SMS to a patient in EMR

• Through the Patient Tab

• Through Patient Profile

• Through Patient Encounter

Steps to Send Texts (SMS) to a Patient in EMR:

Through the Patient Tab

Step 1: Access the Patient Tab

• From the main dashboard, click on “Patient Tab.”

Open

Step 2: In the Patients Tab:

• Search the patient’s name.

Open

Step 3: In the Patients Tab:

• Click on SMS icon.

Step 4: Compose the Text

• Fill in the message details:

  • Use a Template: Choose a pre-existing Text Template and click “Use” to autofill the message content.

  • Customize the SMS: Write a personalized message in the SMS Box.

Step 5: Send the SMS

• Click on “Send” to dispatch the SMS to the patient’s mobile.

“OR”

Through Patient Profile

Step 1: Access the Patient Tab

• From the main dashboard, click on “Patient Tab.”

Step 2: In the Patients Tab:

• Search and select the patient’s name.

Step 3: Open the text Interface

• Click on the SMS Icon to initiate a SMS through the patient portal.

Step 4: Compose the Text

• Fill in the message details:

  • Use a Template: Choose a pre-existing Text Template and click “Use” to autofill the message content.

  • Customize the SMS: Write a personalized message in the SMS Box.

Step 5: Send the SMS

• Click on “Send” to dispatch the SMS to the patient’s mobile.

“OR”

Through Patient Encounter

Step 1: Access the Consults Tab

• From the main dashboard, click on “Consults.”

Step 2: In the Consults Tab:

• Search and select the patient’s name.

Step 3: Click on SMS icon.

Step 4: Compose the Text

• Fill in the message details:

  • Use a Template: Choose a pre-existing Text Template and click “Use” to autofill the message content.

  • Customize the SMS: Write a personalized message in the SMS Box.

Step 5: Send the SMS

• Click on “Send” to dispatch the SMS to the patient’s mobile.

This feature ensures reliable communication with patients, enabling them to stay informed and engaged in their care plan.

Also read How to Customize/Create New SMS Template.