Send Text to Patient

Create New Text

1. Click the envelope icon. The messaging summary window opens.
2. Click New Message. The New Message window opens.
3. Click to select "Patient".
4. Click to select send message by "Text".
5. Click Next. The New Text to Patient window opens.

Compose New Text

1. Enter the first 2–3 letters of the patient's name and click to select the patient from the auto-populated results. If necessary, add additional patients.
   Note: A maximum of 20 patients can be added to the text message.
2. Select who the message will be sent from:
   • Provider: Select a specific provider from the drop-down menu.
   • Location: The location name auto-populates for single-location practices. If the practice has multiple locations, select a location from the drop-down menu.
3. Enter a message in the Body field.
4. Click Send when finished.

Compose New Text (A2P)

A2P approved practices can send direct patient text messages from their dedicated A2P-approved practice phone number.

Note: The dedicated phone number can only be used for messaging and does not handle phone calls.

1. Enter the first 2–3 letters of the patient's name and click to select the patient from the auto-populated results. If necessary, add additional patients.
   Note: A maximum of 20 patients can be added to the text message.
2. Enter a message in the Body field.
3. Click Send when finished. The patient will receive a text message from the practice's dedicated phone number listed in the From field.
   • If the patient replies, review and respond to the messages in the Message Center.

Patient Experience: Text Messages

Review examples of text messages sent to the patient.

• Patient received a message from a specific provider.
• Patient received a message from a service location.
• Patient received a message from an A2P approved practiced from the dedicated practice phone number.