How do I send a Direct Message?

A Direct Message (DM) allows you to send a message to a patient from within WriteUpp, with an access code required for extra security. It uses an email containing a link to the message, and then an SMS containing an access code to 'unlock' it.  

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?

To send a DM:

Select the relevant Active Client, then click on Create -> Message:



Select the Direct Message tab and click on Send Direct Message:



You'll then see a list of contacts linked to the patient. Select who you would like to send the message to:



Type your message and use the 'VAR' dropdown to insert variables. Also, choose an expiry time limit:



Use the 'Attachments' button to attach files from File Storage to the Direct Message.

Click Send

You will see a confirmation that your message has been sent:



Any messages sent via this route can be viewed from the Messages tab of the Patient Summary.

You also have the option to create and use templates, if you continually send the same kinds of messages. To insert a template, click on Templates whilst on the message screen and select from the list of available templates. You can read about creating DM templates here.

You can also send a Direct Message by clicking on the Active Patient dropdown and selecting Send Direct Message.

Furthermore, you have the option of sending each document type within WriteUpp as a Direct Message:

Notes
Assessments
Documents
Attachments
Invoices

Just look for the DM icon alongside the Print, Email and Delete icons of the document you’d like to send:

Updated on: 18/03/2025