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Set up SMS templates

This guide explains how to set up SMS templates. These can be used when sending an SMS to a patient.

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Step 1.

Head to Settings> Patients and click SMS templates.

Click Patient SMS template.

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Step 2.

This will open a pop-up box where you can create a Patient SMS template.

Click Save and create once complete.

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Step 3.

This will take you to view the patient SMS template. This is where you can fill in the body of the template.

Use the First name, Appointment time, and Calendar resource buttons to create the name fields of the template.

Additional ways of editing templates with the code functions include using text fields within {{ }} brackets.

You can see a preview of the SMS to the right of the page.

Click Save once complete.

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SMS T&Cs

  • We charge 0.15c per SMS.
  • This rate applies to NZ /AU only
  • Blocks are in place for territories outside NZ/AU
  • Billing will be monthly based on the month end report
  • We are not liable for any business loss or inconvenience for failure of automated unsent, misdirected SMS, or failure to receive responses to any SMS message.

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