Guide to Messaging
Messaging in WriteUpp is a simple way to create and send the following types of message:
Email
SMS
Internal Message
Direct Message
To send a message, click on Create -> Message and then click on the type of message that you would like to send:
If you are on trial, you won't have access to the SMS and Email messaging tabs. You can still use the Internal messaging and Direct Messaging functionality though. Once subscribed, you gain full access to messaging within WriteUpp.
To find out more about sending email, click here
To find out more about sending an SMS, click here
To find out more about sending an Internal Message, click here
To find out more about sending a Direct Message, click here
Any communications that are patient-related are added to the Messages tab of the Patient Summary. To see the detail of any of the messages, just click on the relevant row. You will also be able to see the status of both email and SMS messages sent, if we've received that information back.
When you receive an Internal Message from a colleague, you will receive a notification of it in WriteUpp. To see the detail of the message, just click on your username and click on the notification. You can also reply to this message from within the notification.
You will also receive an email telling you that you have received a secure internal message. We do this so that you know you have a message even if you are not logged into WriteUpp. We don't provide the content of the message in this email, as it may be confidential in nature.
Internal Messages are not routed out onto the public internet. They reside within the application, and as such can be used for secure communication.
Direct messaging provides an extra layer of security, as an access code is required. You can read more about that here.
Obviously, it's important to avoid being spammy, but messaging provides a great mechanism to quickly and efficiently interact with clients, prospective clients and lapsed clients. Here are a few examples:
"We've not seen you for a while - How's your back?
"Here's a link to our review page, please could you rate your treatment"
As well as client communication, the Email/SMS messaging can be used to communicate with colleagues. Here are a few examples:
Your administrator might message you to tell you that your home visit client is going to be late home
Internal messages are used for communication with colleagues in your practice. Here are a few examples of how they could be used:
Patient-related - Message to Admin or your Virtual Administrator - please book follow-up for this client
Patient-related - Secure communication with a colleague about a particular client
Non Patient-related - Message to a colleague - do you have xyz machine or I need a cuppa!
A Direct Message (DM) allows you to send a message to a patient directly from WriteUpp with an extra layer of security. It uses an email containing a link to a message and a SMS containing an access code to 'unlock' that message. This makes it a more secure way to send confidential documents which may contain patient identifiable information (PII). It's also the pathway used when sending a Smart Form to a patient.
There are a few things you will need to have in place in order to send a Direct Message:
An email address for the recipient
A mobile number for the recipient
SMS credits - How do I purchase SMS Credits?
SMS
Internal Message
Direct Message
To send a message, click on Create -> Message and then click on the type of message that you would like to send:
If you are on trial, you won't have access to the SMS and Email messaging tabs. You can still use the Internal messaging and Direct Messaging functionality though. Once subscribed, you gain full access to messaging within WriteUpp.
To find out more about sending email, click here
To find out more about sending an SMS, click here
To find out more about sending an Internal Message, click here
To find out more about sending a Direct Message, click here
Patient Record
Any communications that are patient-related are added to the Messages tab of the Patient Summary. To see the detail of any of the messages, just click on the relevant row. You will also be able to see the status of both email and SMS messages sent, if we've received that information back.
Notifications
When you receive an Internal Message from a colleague, you will receive a notification of it in WriteUpp. To see the detail of the message, just click on your username and click on the notification. You can also reply to this message from within the notification.
You will also receive an email telling you that you have received a secure internal message. We do this so that you know you have a message even if you are not logged into WriteUpp. We don't provide the content of the message in this email, as it may be confidential in nature.
Security
Internal Messages are not routed out onto the public internet. They reside within the application, and as such can be used for secure communication.
Direct messaging provides an extra layer of security, as an access code is required. You can read more about that here.
Possible Ways to Use Messaging in Your Practice
Email/SMS
Obviously, it's important to avoid being spammy, but messaging provides a great mechanism to quickly and efficiently interact with clients, prospective clients and lapsed clients. Here are a few examples:
"We've not seen you for a while - How's your back?
"Here's a link to our review page, please could you rate your treatment"
As well as client communication, the Email/SMS messaging can be used to communicate with colleagues. Here are a few examples:
Your administrator might message you to tell you that your home visit client is going to be late home
Internal Message
Internal messages are used for communication with colleagues in your practice. Here are a few examples of how they could be used:
Patient-related - Message to Admin or your Virtual Administrator - please book follow-up for this client
Patient-related - Secure communication with a colleague about a particular client
Non Patient-related - Message to a colleague - do you have xyz machine or I need a cuppa!
Direct Message
A Direct Message (DM) allows you to send a message to a patient directly from WriteUpp with an extra layer of security. It uses an email containing a link to a message and a SMS containing an access code to 'unlock' that message. This makes it a more secure way to send confidential documents which may contain patient identifiable information (PII). It's also the pathway used when sending a Smart Form to a patient.
There are a few things you will need to have in place in order to send a Direct Message:
An email address for the recipient
A mobile number for the recipient
SMS credits - How do I purchase SMS Credits?
Updated on: 12/08/2024
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