Configure the Patient's Record for SMS Messaging
Configure the patient's record so Helix can send SMS appointment reminders to them.
Procedure
-
From the
Patient Search or
Patient Queue, select a patient.
-
To edit:
- From a healthcare professional's account, in the
Consult panel's header, select either the patient's name, date of birth, contact details or email.
- From a non-clinical user's account, in the
Visit panel's header, click
Edit.
- From a healthcare professional's account, in the
-
Check that a mobile phone number is recorded for the patient.
-
To open Patient Preferences, click
Preferences.
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For SMS Preferences, set Opt In.
- Click Save.
Results
As soon as a patient's record is configured they can receive SMS appointment reminders sent from your practice.
Example notification sent to the patient.

