Set up SMS templates

Set up templates to use for SMS to patients.

Limit SMS messages to essential information without personally identifying or clinical information.
  1. From the Appointment Book, select SMS > Message Templates > Configure Templates.
  2. In the Configure SMS Message Templates window:

    1. Set who can access the template:
      • Practice-wide - accessible to all Appointment Books, and all practitioners.
      • Appointment-Book-Specific - limited to a specific Appointment Book, accessible to a specific practitioner.
    2. In the Message field, set a message that uses the minimal amount of information.