SMS Manager: Managing SMS Replies in Dental4Windows

SMS Manager: Managing SMS Replies in Dental4Windows

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Listed below are instruction on Managing replies from appointment reminders, and SMS's sent from Queries, Recalls and Patient details. 

Managing Replies from Appt Reminders

When an SMS is sent from the Appointments and the Patient replies, the replies can be found in SMS Manager.

InfoSee SMS Reply Retrieval Method section for more information on setting up SMS retrieval method
  1. Go to Location Management > SMS Manager
  2. Select Retrieve SMS Replies (if Retrieval Method (link coming soon) is set to Manually only)
    1. Under Inbox select Appt Reminders
    2. Click Select All to include all appointment books or Deselect All to unselect all appointments books to the manually select the appointment books to include 

    3. Tick Show Inactive box to show inactive appointment books 
    4. Click Select All to include all or Deselect All to then manually select the Text Messages you want to include

      1. View replies and Status on the right
      2. Select Status Button:
        1. Confirmed - to mark appt status as confirmed
        2. Cancelled - to mark an appt status as cancelled
        3. Clear Status - to clear an existing status
      3. Double click or hover over the message to read full Message Text
      4. Right Click on the message to:
        1. Easily access patients' file
        2. Set SMS Appointment Confirmation Status e.g. Y
        3. Set SMS Appointment Cancellation Status e.g. Z
        4. Clear SMS Appointment Status
      5. Once changes are made, select Update Appointment button
      6. When actions have been completed, e.g. Patient has been contacted and nothing further to do, select the message and click Move to Archive

Managing Replies to SMS Sent from Queries

When an SMS is sent from Queries and the patient replies, the reply can be found in SMS Manager. 

  1. Go to Location Management > SMS Manager tab
  2. Select Queries from the Inbox

    1. View replies on the right of page
    2. Double click or hover over the message to read the full Message Text
    3. Right click on the message to easily access the patients' file        
    4. When actions have been completed, e.g. Patient has been contacted and nothing further to do, select the message and click Move to Archive  

Managing Replies to SMS Sent from Recalls

When an SMS is sent from Recalls and the patient replies, the reply can be found in SMS Manager. 

  1. Go to Location Management > SMS Manager tab
  2. Select Recalls from the Inbox

    1. View replies on the right of page
    2. Double click or hover over the message to read the full Message Text
    3. Right click on the message to easily access the patients' file        
    4. When actions have been completed, e.g. Patient has been contacted and nothing further to do, select the message and click Move to Archive   

Managing Replies to SMS Sent from Patient Details

When an SMS is sent from the Patient Details tab and the patient replies, the reply can be found in SMS Manager. 

  1. Go to Location Management > SMS Manager tab
  2. Select Patient Records from the Inbox

    1. View replies on the right of page
    2. Double click or hover over the message to read the full Message Text
    3. Right click on the message to easily access the patients' file        
    4. When actions have been completed, e.g. Patient has been contacted and nothing further to do, select the message and click Move to Archive