Email / SMS

From Optisoft
Revision as of 12:30, 20 March 2017 by Optiwiki (Talk | contribs)

Jump to: navigation, search

Overview

The Email / SMS module is a built in communications hub, that allows you to contact your patients via Email or by the Short Message Service(SMS), more commonly known as texting. It also enhances some of the other modules within Optisoft.NET.

Email / SMS image required

Using Email / SMS

Email / SMS Queue

The Email / SMS Queue will show you all the Emails and SMSs that have been sent over a period of time, so you can check the current status of each message. There are helpful filters on this screen to help you find something specific, as necessary. This screen will also show you any new messages that you have received.

Using Email

Creating an Email

Using SMS

Creating an SMS

Setting up Email / SMS

Patient Requirements

Although not completely mandatory, if you wish to send an Email or SMS to a Patient Record, that record must have a Mobile Number or Email Address.

MobileEmail.jpg

There are 2 fields dedicated to such information on the Patient record. Both fields have format checks on them, to make sure you have entered the information correctly. The text will remain red until the correct information has been entered.

MobileEmail.jpg

Email / SMS Account