How do I set up SMS communications for Appointments?
To ensure your patients receive appointment communications via SMS, you will need to do three things:
- Define what SMS communications you would like to send
- Opt patients in to receive SMS communications
- Purchase SMS credits
WriteUpp comes with a number of SMS communications predefined, which you can read about here , but you can quickly and easily add additional ones by following the steps below.
You can also edit any of the predefined ones by going to Settings -> Scheduling -> Appointment Communications and clicking on the 3 dot menu at the end of the row. There will be options to edit the trigger and/or the associated templates. You can also delete triggers from this menu:
To set up a new SMS appointment communication:
- Go to Main Menu -> Settings -> Scheduling -> Appointment Communication
- Click on the New Trigger button at the bottom of the screen:
- Use the dropdown boxes to specify the communication details, including:
- Method - select 'SMS' - or Email is available as an option
- Message template - What information would you like to send? Use the 'Manage Templates' link next to the dropdown to add and edit message templates.
- Event - What event in WriteUpp will trigger the sending of the message?
- If type is (optional) - Would you like the message to be sent for only a particular Appointment Type?
- When? - When would you like your message sent? (available for Reminder and Video Reminders only)
- Once you hit Save, you will be taken back to your list of communication triggers, where you will see the newly created one
- Repeat to add as many communications as you would like!
Updated on: 04/11/2024
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