Configure text message templates
Administrators can create SMS templates for patient outreach.
In the Configuration module (
), click Facilities.From the Actions column, click the Edit icon next to the location.
From the Patient communication tab, select Messages - SMS.
Click New SMS.
In the Template name field, enter a name for the template.
In the Message field, enter the message text.
(Optional) Add placeholders, such as the patient's first name or facility phone number, to the message:
From the Data Types pane, hover over the placeholder and click Copy.
In the Message field, click where you want to add the placeholder and press Ctrl + V on your keyboard to paste it.
(Optional) Add attachments to the message:
From the Data Types pane, click Training & Documents.
Hover over the attachment and click Copy.
In the Message field, click where you want to add the attachment and press Ctrl +V to paste it.
(Optional) Select how patients can respond:
No reply: Send the message as one-way communication. Patients cannot reply to the message.
Auto-reply: Allow patients to reply to the message. The system sends an automatic response when a patient replies.
Click Save SMS.
The template is added to the Patient communication tab with an Active status.
