Send Text to Patient

Updated: 09/23/2026 | Views: 18658

The Message Center enables users to easily send and receive messages within the practice and communicate with patients through email or text. Text messages can be sent to patient(s) from a provider or service location. If the message is sent to multiple patients, each patient receives individual messages and the other recipients are undisclosed. When a patient replies, the message displays in the Location Inbox folder of the Message Center.

For Application to Person (A2P) approved practices, send direct patient text messages from the dedicated A2P-approved practice phone number.

Note: Do not include PHI as this method is non-secure. To include sensitive information, send the message via the Patient Portal.

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.
 Platform_Messages_TextPatient.png

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.
 Platform_Messages_TextPatientSend.png

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.
 Platform_Messages_TextPatientSendA2P.png

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.
 PatientExp_SentTextMessage_DifferentMethods.png