SMS from Patients Details in Dental4Web

Sending an SMS from Patient file can either be a free text entry or from a preset SMS template. The below instructions explain both. 

Setup Patient Detail SMS Templates

1. Click the navigation menu > Debtors & Marketing > Mail Merge Setup page
   
2. Mail Merge Category: Patients
   
3. Select Location to view/save templates within
   
4. Click Set
   
1. Enter the name of the set, e.g. General SMS
   
5. Highlight the set > Click Type
   
1. Enter the name of the template, e.g. Birthday Wish
   
2. Click OK
   
6. Highlight the Type > Click Edit icon for SMS Template  
1. Mail Merge tab > Add Field > add input fields to the template
   
2. Go to File tab > Save > Exit
   
3. Select the Location(s) the template is available to, if applicable
   
   

Send SMS

1. Click the navigation menu > Patients > Patient Details page
   
2. Patient toolbar > Send SMS
   
1. Select appropriate template from Type drop list or type text in field
   
2. Click SEND
   
   

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