SMS from Patients File in D4Web

SMS from Patients File in D4Web

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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 > Patients 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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