How Do I Set Up a Patient For SMS

• Search the patient

• Press F3 to edit their patient information

  

• Go to the contact section and add in the patient's mobile number.

  

  

• Press ok to save

How Do I Create SMS Templates

• From the patients PMR, click on "send SMS"

  

• The "send Ad Hock SMS" window will open

  

• Double click on the "SMS Template" dropdown

• The "Maintain Ad Hoc Labels" window will open

  

• Click on the insert button

  

• The New Label screen will open

• Type the general message that you want to send when selecting this Template
• Click Alt & C or click the Close button when complete
• The Save Template as the screen will appear
• Enter a meaningful name for your template and Click Alt & O
• Click Alt & C, to close the Maintain Ad Hoc label screen

You can now select your template from the SMS Template dropdown box

How Do I Send SMS

• Press the SMS option on the right

  

• If you have a patient's PMR open, and that patient has a mobile number, the mobile number will appear

• Add the SMS message to the SMS Content field.

  

• Immediately will be ticked as default.

• If you would like to send this SMS now, press the Send button.

• A message will appear to advise you TouchstoreRx has added this message to the SMS queue.

  

How Do I Schedule SMS to Send in the Future

• Press the SMS option on the right

  

• If you have a patient's PMR open, and that patient has a mobile number, the mobile number will appear

• Add the SMS message to the SMS Content field.

  

• Immediately will be ticked as default.

• Tick Selected Date and Time
• Select the Date and Time you would like to schedule for this SMS to send.
• Press Send
• A message will appear to advise you TouchstoreRx has added this message to the SMS queue.
• This SMS will not send until the date and time that was selected.

How Do I Check if SMS Sent Successfully

• Click on the Modules and choose the Data Viewer option
• DataViewer will now open.

• Select the Patients tab and select the SMS Report

  

• Select the dates you would like to see SMS's

• Run the report by pressing Run Report

• This will display all SMS's sent during these dates.

  * The Message Status column will display Sent or Not Sent. * The Delivery Status column will display the actual status received from the SMS company: