How do I send an SMS?
You can send SMS messages directly from the User Console. These can be free typed messages, or you can use pre-defined surgery template messages
For more information on creating SMS Templates, see our Help Guide here
Step by step guide
Sending an SMS from the message icon
Click on the send message icon in the top right hand corner
The SMS Window will then open. To select a recipient, either enter a mobile number into the Phone Number box or select a contact by clicking the Select from Directory button
To add a pre-defined SMS Template to the message, click the SMS Template box and select one from the drop down
Please note: Patient details will not autofill in the Templates when sending an SMS via the User Console. We recommend doing this via the Phonebar
The details will appear in the preview box and can be edited from here, if required
Alternatively, use the SMS Preview field to free type your message
Once you are happy with the content of the SMS, click Send SMS
For more information on sending an SMS via the Phonebar, see our Help Guide here
Sending a SMS from the call list
To send an SMS directly from the call list, click on the number to open the drop down box, then click Send SMS
The SMS Window will then open. To select a recipient, either enter a mobile number into the Phone Number box or select a contact by clicking the Select from Directory button
To add a pre-defined SMS Template to the message, click the SMS Template box and select one from the drop down
Please note: Patient details will not autofill in the Templates when sending an SMS via the User Console. We recommend doing this via the Phonebar
The details will appear in the preview box and can be edited from here, if required
Alternatively, use the SMS Preview field to free type your message
Once you are happy with the content of the SMS, click Send SMS
Note: Supervisors can view an SMS Message log through the Reports Portal
For more information, see our collection of SMS Reporting Help Guides here








