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Sending an ad-hoc SMS via the User Console

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

Updated today

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

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