How to Opt-in Patients to SMS Notifications

Learn how to Opt-in Patients to SMS Notifications

There are several ways to Opt-in a Patient

• Personal tab

• SMS Management report

• Onboarding Forms Process on the Desktop
• Onboarding Forms Process on the iPad app
• Opt-in new patient in the Calendar
• Opt-in Patient Portal

Personal Tab

• Go to Patient File > Personal tab
• Click on the Edit button
• Scroll down and click Opt-in patient
  
  

SMS Management Report

• Go to Reports > SMS Management
• Search for the patient. Once you find the patient, toggle the switch under Receive SMS to on.
  
  

The Onboarding Forms Process (Desktop)

• When the patient fills in their Personal & Demographic information, they will be able to select the checkbox to opt-in to text messages. 
  
  

The Onboarding Forms Process (iPad)

• Go to Patient File
• Tap on Start Onboarding towards the top right of the patient's file. 
• Hand the iPad over to the patient, and remind them to toggle the "Text me a reminder and other helpful updates" switch.
  
  

Opt-in New Patient in the Calendar

• Click on + button to add an appointment.
• Click on Add New Patient.
• Select checkbox for Send Patient text reminders and updates.
  
  

Patient Portal

• Login to Patient Portal account
• Select My Profile
• Under Notifications, switch the SMS toggle on