Sending an SMS from Patient details can either be a free text entry or from a preset SMS template. The below instructions explain both.
SMS Requirements
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Valid e-mail account
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Setup by Centaur with SMS capabilities - if not setup, e-mail sales@centaursoftware.com
Setup Patient Detail SMS Templates
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Click the navigation menu > Debtors & Marketing > Mail Merge Setup page
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Mail Merge Category: Patients
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Select Location to view/save templates within
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Click Set
- Enter the name of the set, e.g. General SMS
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Highlight the set > Click Type
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Enter the name of the template, e.g. Birthday Wish
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Click OK
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Highlight the Type > Click Edit icon for SMS Template
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Mail Merge tab > Add Field > add input fields to the template
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Go to File tab > Save > Exit
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- Select the Location(s) the template is available to, if applicable
Send SMS from Patient Details
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Click the navigation menu > Patients > Patients page
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Patient toolbar > Send SMS
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Select appropriate template from Type drop list or type text in field
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Click SEND
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