This article covers following topics related to ' Sending SMS to Patients ' workflow in healcon practice :
What all automated appointment related SMS reminders can be sent to patients ? How to configure ?
What are other automated SMS which can be sent to patients from the clinic ? How to configure ?
How to send bulk sms to patients of my clinic ?
Where can we view delivery reports of all the sms sent ?
How can clinic staff send an sms to its patient ?
Refer to screenshot below and follow these steps to send sms to your patients :
Step 1 : Go to clinic EMR by clicking on 'Clinic EMR' link from the left menu as shown in point-1 in the screenshot below .
Step 2 : Go to SMS tab in clinic emr by clicking on the 'SMS' tab as shown in point-2 in the screenshot below .
Step 3 : Next click on green color '+Send SMS' button as shown in point-3 in the screenshot below . This will open 'Send SMS' pop-up window .
Step 4 : In the 'Send SMS' pop-up window , select patient name as shown in the point-4 in screenshot below (mobile number will automatically get populated and incase mobile no. is empty then fill mobile no of the patient) . Next select one of the existing sms template or select 'custom' template as shown in point-5 in the screenshot below (we have selected existing 'health checkup' template) . Now compose message (point-6 in screenshot below) and click on 'Send SMS' blue button . This will immediately send sms to your patient .
How to send SMS alert to patients/doctors while scheduling new appointment or rescheduling an existing appointment ?
Please read following article around scheduling patient appointment to know how to send SMS alerts to patients/doctors while scheduling new appointment or editing an existing appointment :
Scheduling Patient Appointment - Workflows | Healcon Practice Software For Doctors
What all automated appointment related SMS reminders can be sent to patients & doctors ? How to configure ?
Refer to screenshot below and follow these steps to send sms to your patients :
Step 1 : Go to practice settings (settings of the clinic and doctor ) by clicking on 'Practice Settings' link from the left menu as shown in point-1 in the screenshot below .
Step 2 : Next click on 'Practice Communication' to reach communication settings of the clinic as shown in point-2 in the screenshot below .
Step 3 : Once you reach 'Practice Communication' , find 'Appointment Notifications' settings and configure following as shown in the screenshot below (refer to point no. and match with the numbers in the screenshot below) :
- Patient Appoint Confirmation : SMS notification is sent to patient on adding a new appointment .
- Patient Appointment Re-Schedule : SMS notification is sent to patient on re-scheduling an appointment .
- Patient Appointment Reminder : Automated SMS reminder is sent to the patient on the day of appointment in the morning .
- Doctor Appointment Confirmation : SMS alert is sent to doctor on adding a new appointment .
- Doctor Appointment Re-Schedule : SMS alert is sent to doctor on re-scheduling an appointment .
- Doctor Daily Schedule : Automated SMS notification to doctor in the morning informing him about all the appointment in the day .
- Accept Online Appointments : SMS are sent to the patient and doctor when online appointments are confirmed or cancelled
Note : You need to tick the checkbox as shown in point 1,2,3,4,5,6,7 in order to configure these sms alerts for your clinic .
What are other automated SMS which can be sent to patients from the clinic ? How to configure ?
Refer to screenshot below and follow these steps to send sms to your patients :
Step 1 : Go to practice settings (settings of the clinic and doctor ) by clicking on 'Practice Settings' link from the left menu as shown in point-1 in the screenshot below .
Step 2 : Next click on 'Practice Communication' to reach communication settings of the clinic as shown in point-2 in the screenshot below .
Step 3 : Once you reach 'Practice Communication' , find 'Clinic Notifications' settings and configure following as shown in the screenshot below (refer to point no. and match with the numbers in the screenshot below) :
- Patient Birthday SMS : Automated birthday wish SMS for patients .
- Patient Welcome SMS : Automated welcome SMS from clinic on patient registration .
- Patient Follow up SMS : Automated patient follow-up reminder
Note : You need to tick the checkbox as shown in point 1,2,3,4,5,6,7 in order to configure these sms alerts for your clinic .
How to send bulk sms to patients of my clinic ?
Refer to screenshot below and follow these steps to send sms to your patients :
Step 1 : Go to sms center by clicking on 'SMS Center' link from the left menu as shown in the screenshot below .
Step 2 : You will reach SMS Center module . Here you will land on the 'Send Bulk SMS' tab by default as shown in point-1 on the screenshot below.
Next select the tab 'Patient' / 'Groups' / 'My Staff' in order to populated the list of contact below it as shown in point-2 in the screenshot below :
Step 3 : Next select/tick the checkboxes of contact (in order to select contacts) to whom you would like to send sms as shown in point-3 in the screenshot below .
Step 4 : Next select any existing 'SMS Templates' from the drop down or simply select 'custom' to write your custom sms . Now type your message in the 'Message' field .
Step 5 : Now click on 'Send SMS' button to send sms to all the contacts that you selected .
How to sms prescription to patients ?
Refer to screenshot below and follow these steps to send sms to your patients :
Step 1 : Go to clinic EMR by clicking on 'Clinic EMR' link from the left menu as shown in point-1 in the screenshot below .
Step 2 : Click on 'Prescription' tab on top right as shown in point-2 in the screenshot below to reach prescription module in clinic EMR .
Step 3 : In the prescription module , click on 'Action' button against any existing (already written) prescription (as shown in point-3 in the screenshot below) and then click on 'SMS' (point-4 in the screenshot below) . This will open 'Send SMS' pop-window with prescription durgs already populated in message .
Step 5 : Review message in the 'Send SMS' pop-window with prescription durgs already populated in message fields and click on 'Send SMS' button to sms prescription drugs to your patient .
Where can we view delivery reports of all the sms sent ?
Refer to screenshot below and follow these steps to send sms to your patients :
Step 1 : Go to sms center by clicking on 'SMS Center' link from the left menu as shown in the screenshot below .
Step 2 : You will reach SMS Center module . Here you will land on the 'Send Bulk SMS' tab by default however next you should click on the 'SMS Delivery Report' tab as shown in point-1 on the screenshot below.
You will reach the sms delivery report module . Here you can see delivery report of all the sms sent today and can also change the date to viw delivery reports for some other date as shown in point-2 in the screenshot below .
There will be SMS status against each SMS as shown in point-4 in the screenshot below. Status can be :
- Report Awaited : Till we receive sms delivery report , the status is shown as 'Report Awaited' . Once status of delivery is received then the status changes to 'SUCCESS' / 'FAILURE' . Please note here that SMS are sent instantly however delivery reports can take upto 1 hour and may be more sometimes but that doesnot mean that SMS is delayed by an hour , it only means the delivery report is delayed .
- SUCCESS : Status changes to 'SUCCESS' , once delivery report confirms success.
- FAILURE : Status changes to 'Failure' , once delivery report confirms failure.
Note: Incase of failure you can resend the sms by clicking 'Re-Send' button as shown in point-7 in screenshot below :
- Adding New Patient
- Searching Patient Records
- Scheduling Patient Appointment
- Updating Patient Health Records
- Creating New Treatment Plan
- Adding Clinical Notes
- Writing Prescriptions
- Patient Case Sheet
- Lab Management System
- Inventory Management System
- Generating Bill
- Generating Receipts
- Adding Clinic Expenses
- Sending SMS To Patients
- Sending Email To Patients
- Adding Clinic Staff
- Adding More Clinics
- Online Appointment Booking
- Consultant (Visiting Doctor) Tutorial
- Managing Subscription
NEXT SUGGESTED READ on 'HEALCON PRACTICE WORKFLOWS ' >> Sending Email To Patients
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