To send a text message to a patient:

1. Navigate to the Text tab under the patient's record.

2. At the bottom of the screen, type a  message and click on the Send icon on the bottom right of the screen:

   

Viewing Incoming and Outgoing Messages

To view all incoming and outgoing text messages:

1. On the navigation pane, click Text Messages

   Message threads will be displayed with the latest message sent or received on the top.

   The status of a message being sent and received can be identified with the arrows next to the names:

   • Grey Arrow pointing to the Left: the message was sent from the practice

   •  Blue Arrow pointing to the Right: the message received from a patient

   • Crown icon: Indicates a patient is a New Patient

     NOTE: A patient is considered a "New Patient" until a family file is created for the patient.

     

2. Clicking on a thread will display the text tab of the patient detail page