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SMS Reports - Overview (NEW)

An overview of how to use and apply the SMS reports

To get the most out of your reports, view our navigation help guide

Introduction

The SMS Report provides a comprehensive audit of all SMS message communications sent from the surgery to patients. It tracks the volume, origin, and delivery status of messages to ensure effective digital engagement

What does this Report Show?

  • SMS Volume by Source

  • Total Message Segments

  • Peak Digital Demand Trends

  • Audit Trail & Delivery Outcomes

  • Automated System Activity


SMS Report

This report provides a granular, line-by-line log of every text message sent, allowing you to verify the Source (the specific automated system or department), the recipient's Number, and the exact Date and time of transmission

What you can Measure

  • Multi-Channel Engagement: Track the volume of messages sent from different features like Check and Cancel, Surgery Assist X-flow, and the Queue Position Website. This helps you quantify how effectively your practice is using SMS to reduce inbound call pressure

  • Message Segment Consumption: Monitor Total Message Segments to understand the scale of your digital outreach. Long messages may count as multiple segments, so this metric is essential for tracking usage and managing telephony budgets

  • Peak Digital Demand: Use the Total Message Segments by End Date chart to identify spikes in SMS activity

  • Audit Trail & Delivery Success: Review the detailed log at the bottom of the report to verify the Sent Time, recipient To Number, and Outcome. Confirming a "Delivered" status provides evidence that essential links or instructions reached the patient successfully

  • Source Attribution: Identify which automated workflows are driving the most patient interaction

Learn more about SMS segments and charges here


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