• Begin by finding the patient you wish to send a message to (How to find a patient)
  • Click on the blue 'Actions' button to reveal the menu
  • From the menu select either 'Send SMS'
  • The message editor will open, the interface will be slightly different depending whether you are composing an SMS or an email.
    • SMS
      • By default the message editor loads a blank template so that you can type your own message. If you want to use a template as the basis for your message, select one from the drop down list - if you have organised your templates into groups be sure to select the correct group first.
      • Below the message is a character count, SMS messages are billed per credit - the number of credits depends on the length of the message (maximum length is 918 characters).
        • 1 credit is up to 160 characters
        • 2 credits is up to 306 characters
        • 3 credits is up to 459 characters
        • 4 credits is up to 612 characters
        • 5 credits is up to 765 characters
        • 6 credits us up to 918 characters
  • You can include merge fields in your messages, they will be replaced with the data from the patient record before being sent.
    • To insert a merge-field, click on it in the list. You can find merge-fields by using the 'Search' box above the merge-field list. Searches take place within the selected group (to the left of the search box). Merge-fields will appear within square brackets in the message i.e. [[patient.salutation]]
  • To see how your message will look when it is sent, including the merged patient data, click the 'Preview' button - your message will be displayed in a new browser tab.
  • When you are ready, click the 'Send to patient' button followed by 'Yes, send'
  • If the message was accepted by the mobile networks, you will see the following message - click 'OK' to close.
  • You can see all messages that have been sent to a patient by clicking the 'Correspondence' button on the patient record.
    • Click the document icon in the content column (shown in the red box above) to view the message that was sent.