You can send one-off messages in several different ways:
· To a manually selected list of recipients
· To recipients based on a date range
· From the Appointments/Calendar page
To send a one-off message to a manually selected list of recipients
2. In the main navigation pane on the left, click General.
3. Under General, click Dashboard.
4. Click Contact Patients, and then click Manual Selection.
5. Under Recipients, type the patient's first and/or last name. Possible name matches begin appearing in a list below.
6. Click the name of the patient you want to contact.
Notes:
· Each patient needs to be added individually.
· If names appear in grayed, the patient hasn't opted in to the reminder program and won't be able to receive messages.
· You can print an offline patient form and ask them to complete it during their next visit.
7. Click the individual text/email icons to remove the specific type of communication for a recipient. The icon will appear gray when it is not activated for a specific recipient.
8. If you want to use a template message, under Template, select the template you want to use.
9. Under Subject and Content, type a subject and the content of your message.
Notes:
· Remember to include the business or a specific provider’s name for your office within the body of the message. Your patients will not be able to identify that the message is from your practice without your practice/provider name included.
· There is a 2,000-character limit for messages sent via email only; if you choose to send via text or a combination of text and email, you will need to keep your messaging to the 160-character limit for US users, and the 136-character limit for Canadian users.
· You can see the number of remaining characters used beneath the Contents field in italics.
10. Click Send.
Note: When a one-off message is queued for delivery, it will be sent within five minutes. Replies to one-off text messages are sent to you via email and appear in the Two-Way Text panel.
To send a one-off message to recipients based on a date range
2. In the main navigation pane on the left, click General.
3. Under General, click Dashboard.
4. Click Contact Patients, and then click Appointment Date Range.
5. Enter the desired range of dates at the top of the One-Off Messaging module in MM/DD/YY format.
Note: There is no limit to the number of days you can include, nor the number of recipients for a one-off message.
6. Click Apply.
7. Select which recipients in the list you want to receive the messages.
Tip: Make a note of recipients who won't receive the message so that you can reach out to them personally, if necessary.
8. If you want to use a template message, under Template, select the template you want to use.
9. Under Subject and Content, type a subject and the content of your message.
Notes:
· Remember to include the business or a specific provider’s name for your office within the body of the message. Your patients will not be able to identify that the message is from your practice without your practice/provider name included.
· There is a 2,000-character limit for messages sent via email only; if you choose to send via text or a combination of text and email, you will need to keep your messaging to the 160-character limit for US users, and the 136-character limit for Canadian users.
· You can see the number of remaining characters used beneath the Contents field in italics.
10. Click Send.
To send a one-off message from the Appointments/Calendar page
2. In the main navigation pane on the left, click Appointments.
3. Under Appointments, click Calendar.
Note: The Appointments/Calendar page automatically displays a list of appointments scheduled for the current week.
4. On the right-side of the Appointments page, click the date on which the patient has an appointment.
Note: You can navigate the month and year of the calendar display by clicking the calendar arrows. Click the double-arrow to navigate by year, and the single-arrow to navigate by month.
5. To send a one-off message to all clients for the selected date, click the Contact button.
6. You can edit both the text and email recipients by clicking the blue link labeled "and [#] more".
7. If you want to use a template message, under Template, select the template you want to use.
8. Under Subject and Content, type a subject and the content of your message.
Notes:
· Remember to include the business or a specific provider’s name for your office within the body of the message. Your patients will not be able to identify that the message is from your practice without your practice/provider name included.
· There is a 2,000-character limit for messages sent via email only; if you choose to send via text or a combination of text and email, you will need to keep your messaging to the 160-character limit for US users, and the 136-character limit for Canadian users.
· You can see the number of remaining characters used beneath the Contents field in italics.
9. Click Send.