Skip to main content
Sending an ad-hoc SMS

You can send an SMS directly through the User Console via the user shortcuts.

Updated over a year ago

How do I send an SMS?

You can send SMS messages directly from the User Console

These can be free type messages, or you can use surgery template messages

To create SMS templates, please see our guide on SMS Templates in the Configuration Console


Step by step guide


Sending an SMS from the message icon

  1. Click on the send message icon in the top right hand corner of the User Console

  2. This will open the SMS window

  3. In the Phone Number type in (or copy and paste) the mobile number you want to send the message to

    or you can select a contact from the Central Directory

  4. Underneath is an SMS Template box. If you have templates and wish to use one you can select it from the drop down menu here

    Note: It is better to send and SMS Templates from the Clinical System, as the patients details do not auto fill through the User Console

  5. The details will appear in the preview box and can be edited from here

    Or, you can type an ad-hoc message in the SMS preview box

  6. Send the SMS message

    Note: Supervisors can view an SMS message log through the Reports Portal

    See our SMS Reports guides


Sending a SMS from the call list

  1. Click on the number in the call list that you would like to send a message to and open the drop down box

  2. This will open the SMS window and populate it with the telephone number

  3. Underneath is an SMS Template box. If you have templates and wish to use one you can select it from the drop down menu here

    Note: It is better to send and SMS Templates from the Clinical System, as the patients details do not auto fill through the User Console

  4. The details will appear in the preview box and can be edited from here

    Or, you can type an ad-hoc message in the SMS preview box

  5. Send the SMS message

    Note: Supervisors can view an SMS message log through the Reports Portal

    See our SMS Reports guides

You can also send and SMS messages from your Clinical System. See our guides on the SMS Feature

Did this answer your question?