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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.”

Screenshot 2024-10-25 235349.png

Step 2: In the Patients Tab:

  • Search the patient’s name.

Screenshot 2024-10-25 235453.png

Step 3: In the Patients Tab:

  • Click on SMS icon.

image-20241224-141209.png

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.

Screenshot 2024-10-25 235718.png

Step 5: Send the SMS

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

Screenshot 2024-10-25 235905.png

“OR”

Through Patient Profile

Step 1: Access the Patient Tab

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

Screenshot 2024-10-25 235349.png

Step 2: In the Patients Tab:

  • Search and select the patient’s name.

Screenshot 2024-10-25 235453.png

Step 3: Open the text Interface

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

Screenshot 2024-10-25 235549.png

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.

Screenshot 2024-10-25 235718.png

Step 5: Send the SMS

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

Screenshot 2024-10-25 235905.png

“OR”

Through Patient Encounter

Step 1: Access the Consults Tab

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

image-20241224-211957.png

Step 2: In the Consults Tab:

  • Search and select the patient’s name.

image-20241224-212206.png

Step 3: Click on SMS icon.

image-20241224-212327.png

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.

Screenshot 2024-10-25 235718.png

Step 5: Send the SMS

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

Screenshot 2024-10-25 235905.png

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

Text messaging is not HIPAA compliant, and unencrypted SMS messages should not be used for communicating ePHI unless a patient has initiated contact by SMS or requested provider-patient communications by text message – in which case healthcare providers can use text messaging provided reasonable safeguards are applied.

Also read How to Customize/Create New SMS Template.

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