Introducing Email-SMS - Patient Requirements

In all cases, if you want the ability to send an Email or SMS to one of your patient records in Optisoft Enterprise, you will require to do the following beforehand.

Patient Data

You will first of all need an Email address or Mobile number (or both). These must be entered in the highlighted fields on the Patient Record.

You will notice that the text stays red until you have typed the correct format for the relevant information. This is to prevent you from attempting to send correspondence to a patient via Email or SMS, when it will never be possible to do so.

Patient Agreement

In addition to the above you will also need to tell Optisoft Enterprise that the patient has agreed to receive correspondence via Email or SMS.

To do this you need to tick the relevant tick boxes on the Recall Tab as highlighted below.

If the tick boxes are not ticked, Optisoft Enterprise will refuse to allow you to send information to the relevant patient record.

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