Practice Online Portal - Text Messages

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:

    Text_Patient.png

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:

    • Screen_Shot_2019-05-14_at_2.15.22_PM.pngGrey Arrow pointing to the Left: the message was sent from the practice

    • Screen_Shot_2019-05-14_at_2.15.38_PM.png Blue Arrow pointing to the Right: the message received from a patient

    • Crown_Icon.pngCrown 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.

      New_Patient_Messages.png

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

Was this article helpful?
0 out of 0 found this helpful