There are multiple ways to configure text message templates.


Option #1

  • Navigate to the Appointments screen.
  • Click on the Settings button, which is located on the right side of the screen in the Side Panel section.


  • The following screen will be displayed:  


  • Click on the arrow next to the SMS Settings button at the top of the screen, then choose the SMS Templates option.


  • The following screen will be displayed:  


  • Click on the "Add" button, located at the top of the screen.


  • The following screen will displayed: 


  • Write the template's description.  


  • Set up the template text in English.


  • Then configure the template text in Spanish. 


  • After configuring the text template, click the Save button. 


  • The application must be restarted for the configured template to display. 


  • To utilize the configured template, please navigate to the Appointments screen.


  • To send a text message reminder to the patient, click on the 'Send SMS' button.


  • The following screen will be displayed: 


  • Choose the configured template you wish to send to the patient as a text message reminder.


  • After making your selection, click the "Send" button.


  • The text message will be sent automatically.


Option #2

  • Select the 'QuickLinks' option, situated at the top of the screen.
  • Select the Appointments options. 


  • The following screen will be displayed: 


  • Click on the Settings button, which is located on the right side of the screen in the Side Panel section.


  • The following screen will be displayed:  


  • Click on the arrow next to the SMS Settings button at the top of the screen, then choose the SMS Templates option.


  • The following screen will be displayed:  


  • Click on the "Add" button, located at the top of the screen.


  • The following screen will displayed:


  • Write the template's description.  


  • Set up the template text in English.


  • Then configure the template text in Spanish. 


  • After configuring the text template, click the Save button. 


  • The application must be restarted for the configured template to display. 


  • To utilize the configured template, please navigate to the Appointments screen.


  • To send a text message reminder to the patient, click on the 'Send SMS' button.


  • The following screen will be displayed: 


  • Choose the configured template you wish to send to the patient as a text message reminder.


  • After making your selection, click the "Send" button.


  • The text message will be sent automatically.


Opción #3

  • Select the 'QuickLinks' option, situated at the top of the screen.
  • Select the Settings button. 


  • The following screen will be displayed: 


  • Select the Office button, then click on the Appointments button. 


  • The following screen will be displayed: 


  • Click on the arrow next to the SMS Settings button at the top of the screen, then choose the SMS Templates option.


  • The following screen will be displayed:  


  • Click on the "Add" button, located at the top of the screen.


  • The following screen will display: 


  • Write the template's description.  


  • Set up the template text in English. 


  • Then configure the template text in Spanish. 


  • After configuring the text template, click the "Save" button.


  • The application must be restarted for the configured template to display.


  • To utilize the configured template, please navigate to the Appointments screen.


  • Click the "Send SMS" button to send a text message reminder to the patient.


  • The following screen will be displayed: 


  • Choose the configured template you wish to send as a text message reminder to the patient. 


  • After making your selection, click the "Send" button.


  • The text message will be sent automatically.


Opción #4

  • To access the settings, click on the 'Settings' button located on the main menu screen.


  • The following screen will be displayed: 


  • Select the Office button, then click on the Appointments option. 


  • The following screen will be displayed: 


  • Click on the arrow next to the SMS Settings button at the top of the screen, then choose the SMS Templates option.


  • The following screen will be displayed:  


  • Click on the "Add" button, located at the top of the screen.


  • The following screen will display:


  • Write the template's description.  


  • Set up the template text in English. 


  • Then configure the template text in Spanish. 


  • After configuring the text template, click the "Save" button.


  • The application must be restarted for the configured template to display.


  • To utilize the configured template, please navigate to the Appointments screen.


  • Click the "Send SMS" button to send a text message reminder to the patient.


  • The following screen will be displayed: 


  • Choose the configured template you wish to send as a text message reminder to the patient. 


  • After making your selection, click the "Send" button.


  • The text message will be sent automatically.