Sending Individual Texts from the Dashboard

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If a patient has a profile in your practice management software, you can send a text directly from the Patient Finder without having to copy and paste the patient's phone number:

1. From the YAPI Dashboard, click Patients  and select and select Patient Finder.

   
   
   

2. In the Patient Finder, enter the patient's last name in the search box, then click Search.
   
   

3. Locate the patient in your search results and click on their mobile phone number:

   
   
   

4. In the Send Mobile Text pop-up, compose your text by doing one of the following:

   • Type in Your Own Message: Type your message in the box labelled Type Message Here.

     
     
     

   • Use a Canned Message: Click Canned Messages and select a pre-composed message from the list:

     

     Note: To use Canned Messages, you must first compose your pre-written messages using the instructions in Adding, Editing, and Deleting Canned Text Messages.

   • Use a Pre-Made Template: Click Templates, and select a pre-composed template from the list.  Then click Select:

     

     If you selected a template that contains Merge Tags (words surrounded by double brackets), manually replace the merge tags with the patient's information.  Merge Tags are not supported in manually sent texts:

     
     
     

5. Optional: Click Spell Check to identify misspelled words and correct them before sending your message.

   
   
   

6. Click Send.

Tip: You can also text existing patients from Today's Schedule and your Recall Due and Past Due  reports.  In any of these lists, just click on the patient's mobile number to open the Send Mobile Text window and enter your message. 

If you need to send a text to a non-patient contact or a new patient who doesn't have a profile in your practice management software yet, you can send a text from the Communication Tower:

1. From the YAPI Dashboard, click Communication and select and select Send a Mobile Text Message.

   
   
   

2. In the Mobile Phone box, enter the person's mobile phone number...

   

   ...OR, if the person is a frequent non-patient contact that you've added to your Contacts list, click Contacts:

   
   
   

3. Compose your text by doing one of the following:

   • Type in Your Own Message: Type your message in the box labelled Type Message Here.

     
     
     

   • Use a Canned Message: Click Canned Messages and select a pre-composed message from the list:

     

     Note: To use Canned Messages, you must first compose your pre-written messages using the instructions in Adding, Editing, and Deleting Canned Text Messages.

   • Use a Pre-Made Template: Click Templates, and select a pre-composed template  from the list.  Then click Select:

     

     If you selected a template that contains Merge Tags (words surrounded by double brackets), manually replace the merge tags with the patient's information.  Merge Tags are not supported in manually sent texts:

     

4. Optional: Click Spell Check to identify misspelled words and correct them before sending your message.

   
   
   

5. Click Send.

If you've set your workstation to receive text notifications, you can respond to a text right from the message popup:

1. On the message, click the Chat icon and select Reply:

   
   
   

2. In the Send Mobile Text pop-up, compose your text by doing one of the following:

   • Type in Your Own Message: Type your message in the box labelled Type Message Here.

     
     
     

   • Use a Canned Message: Click Canned Messages and select a pre-composed message from the list:

     

     Note: To use Canned Messages, you must first compose your pre-written messages using the instructions in Adding, Editing, and Deleting Canned Text Messages.

   • Use a Pre-Made Template: Click Templates, and select a pre-composed template from the list.  Then click Select:

     

     If you selected a template that contains Merge Tags (words surrounded by double brackets), manually replace the merge tags with the patient's information.  Merge Tags are not supported in manually sent texts:

     
     
     

3. Optional: Click Spell Check to identify misspelled words and correct them before sending your message.

   
   
   

4. Click Send.