Setting Up Email-SMS - Creating an SMS Template

Optisoft Enterprise allows you to create SMS templates that can be used to send messages to your patients over and over again.

To create a template do the following:

• Clear the current patient record
• Click on Send SMS
• Write your SMS Template in the SMS Message box.
• You can use the Merge Codes to the right of this box, and Optisoft will merge the relevant patient data when you use the template in an SMS message.
• When finished click Save
• Give you template a name then close.

When you are ready to use your template to send an SMS message do the following:

• Find the relevant patient record
• Click Send SMS
• Click Open
• Double click on your SMS Template, or highlight and click Open.
• Click Send when ready.

Don't forget at some point in the day to check the Email SMS Queue to make sure your message has been sent properly. See Checking the Email-SMS Queue.

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