SMS Administration

Summary

SMS messaging is used within the system to communicate with clients in the following areas: Diary, Appointment Reminders, Patient Reminders, Compliance Reminders, Reception and Report Wizard.

Details

SMS Templates

An SMS Template allows pre-written messages to be sent to clients on an individual basis or as a group. Creating templates speeds up the SMS process and allows for accurate spelling and grammar which may be overlooked in a rapidly typed message.

Adding an SMS Template

1. Open the SMS Template Editor (Administration > SMS Messaging > SMS Templates).

2. Select the relevant area from the Category drop down box.

3. Once selected, use the ‘Compose' text box on the left hand side to create your message along with the 'Available Data Fields'.

'Available Data Fields' can be used to personalise each SMS message. For example, sending SMS messages to two clients: 'Mr Phillips' and 'Mrs Jenkins,' using:

"Hi ${Title} ${Surname}", will send the following to the clients:

Message 1: "Hi Mr Phillips"

Message 2: " Hi Mrs Jenkins".

4. Select 'Save as New' and the template will be added to the 'Existing Templates' list.  Please note the 160 character limit for 1 SMS message. 

Edit an SMS Template

1. Select the relevant Category via the drop-down list.
2.  Select a template from the 'Existing Templates' list.
3. The text will load into the top left text box.
4. Edit the text/Data Fields as required.
5. Select 'Update' and this will overwrite the previous text template.

Delete an SMS Template

1. Select the relevant Category via the drop-down list.
2. Select a template from the 'Existing Templates' list.
3. The text will load into the top left text box.
4. Select 'Delete' and this will permanently delete the template.

Please note - If this template is in use on an Automatic Scheduler, you will need to remove this as the first step, and then delete from the SMS Template Editor window. 

Review Messages Sent

The 'Review Messages Sent' menu is accessed via (Administration > SMS Messaging > Review Messages Sent).  This screen displays all sent SMS messages with their delivery status (sent/not sent) for the dates specified.

Note: Due to the number of SMS text messages sent through, the delivery status may take up to 72 hours to show as received.

Please allow 3 days for the system to update and review the success rate of sent messages.

Viewing Messages Sent

1. Navigate to (Administration > SMS Messaging > Review Messages Sent.)
2. Specify the dates you wish to view.

A list will display of all SMS messages sent between the date range and include details of who they were sent to, the contents of the message and if the delivery was successful.