Sending Text Messages from Outbox Documents

Once an Outbox document is created in your Practice Management System you can send messages to individual patients. Here’s how.

1 Creating a TXT2Remind Outbox Document

__________________________________________________________________________

To get started you first need to set up a document in the Document Designer within your MedTech Evolution system. This document type should be Text(T) as opposed to traditional letter based documents.

1. Go to File > Options

B. Click on Outbox Document > Add New Document 

1. When the Document Designer box pops up, fill in the fields as shown below. Ensure both the “Code” and “Description” fields have a prefix of “TXT”. This allows us to differentiate between a hard copy document and a Text document; it also makes it much easier to locate. Choose the TXT2Remind (TXT) Folder and select Text (T) for the Format.

For example, for Cervical Smear recalls, enter the Code as: TXTCX and the Description as: TXT Cervical Smear

1. Click on the document tab and type your message. Use the insert button to merge fields that will personalize the message.

Note: You have 160 characters per text message, exceeding the limit will result in more than 1 SMS charge.

2. Click on the OK button to finish.

2 Sending Text Messages from Outbox Documents

__________________________________________________________________________

Once an Outbox document is created in your Practice Management System you can send messages to individual patients. Here’s how.

1. Ensure that you have an active patient on the palette. In the example below we chose Mickey Mouse. Go to the Patient tab > Patient Outbox.

1. A new ‘Patient Out Box’ Tab will appear at the top right. Select a ‘New’ document at the top left. You can also set up a shortcut to the ‘new document’ section by clicking here.

2. A new Patient Document box will pop up. Select a TXT document from the drop down box or write a new message. Click OK.


3. The text message will now queue to your practice server, where it is processed by the TXT2Remind. By default TXT2Remind processes outbox documents every 5 minutes.