Record a Patient's Consent to Receive SMS

Before a patient can receive SMS messages from your centre, they must have consented to receive SMS message and their patient record must have this consent recorded.

Before you begin

Permissions:
  • Update Patient

Procedure

To record a patient's consent to receive SMS messages:
  1. From the main menu, select Patient searchPatient Search.

  2. In the Search iconSearch field, start typing a patient's name, then select the required patient in the list.
  3. To edit a patient's details:
    • From a healthcare professional's account, in the Consult panelConsult panel's header, select either the patient's name, date of birth, contact details or email.

    • From a non-clinical user's account, in the Visit panelVisit panel's header, click Edit IconEdit.

  4. In the Patient Details window, Contact numbers section, ensure you have recorded a mobile phone number for the patient.
  5. Selectsettings > Patient Preferences.
  6. In SMS Preferences, click Opt In.

  7. Click Save.

Results

As soon as a patient's record is updated they can receive SMS appointment reminders sent from your practice.

Example notification sent to the patient.
Example SMS notification to patient