Checking a Patient's Contact Details

When a patient arrives, review their contact details, mobile number and opt them into receiving SMS messages if they grant permission.

To review a patient's contact details when they arrive for their appointment:
  1. In the Waiting Room iconWaiting Room, right-click the patient and select Send to Patient.
  2. In the Patient Contact Details window, review the patient's contact details.
    Example Patient Contact Details from the Waiting Room
  3. To opt the patient into receiving SMS messages from your practice:
    1. In the Phone (mobile) field, enter a mobile phone number.
    2. Set Send SMS.
  4. Click OK.
If the patient opted in to SMS, they should receive the next SMS messages sent from your practice.