---
title: Setting up and using a shortcut for patient messaging in Evolution
description: __________________________________________________________________ First make sure the “option” (button to be selected) exists. If not, go to File > Options >     Find Reference Nos > Reference Nos. A
---

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# Setting up and using a shortcut for patient messaging in Evolution

### **1 Set up a Shortcut to Send Text Message to Patients**

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First make sure the “option” (button to be selected) exists. If not, go to   
**File \> Options \>** 

![](https://lh7-us.googleusercontent.com/AKNeoWFbi_nTZPhKPqqalAiakLpjZ1SZ1cb2a2fn2mCWDXyR4-BnUjULbkEwaFFtRqbcZYlsbq_jxoq-_05vu0hxdgw-A2um8qWxgdEzsgkoZmjeB-q4dodkBwW5AM-s0dZwHQKbf6jd)

 

Find **Reference Nos \> Reference Nos.** At the top of the References box select the **Documents** tab. Choose the Document Number and Select **TXT Message (TXT)**. Click OK.

![](https://lh7-us.googleusercontent.com/ob4U2oOb0xgyF_kK9AICd16171MFLysVi1UZQI5zrsHXOtkVaWrGWx1XHYU98y4mZ5rB_5IcCsDJibXBObEdpPG0b4D-rZgnVDnIlNcjvXT0Wk6r47VMUnVWhui0o1hyUY9_O8B5gVXn)

 

To add the shortcut to the Quick Access Toolbar, select a Patient on the palette -   
Click on the **Patient tab \> Quick Doc \>** right click on **Text Message**, then left click on **Add to Quick Access Toolbar** 

![](https://lh7-us.googleusercontent.com/P81DOLsCXGoHAiJeRLWXl5ZCsZx9cOpVNzmAhjDuxanaC7Sud4Ln-ypg1MdznawTKr29cOP5uUwvXBrs0ykE90c7XNJsuqH2Nt3vdSzxC0vGlHDVXj44O48YW6V3fx3buI5ebt7X3lU_CqY6H7jL8w)

 

The shortcut now shows on the pallet as a document with a big number 5.

![](https://lh7-us.googleusercontent.com/CXJz76RuVDm3vxX-YjpmF3aHbkWiKsTbmjKXuBCh6Zf0VAs9ZlD_ozvZUpcfstytSHlsCOZ2SPaRbxfl19OevexRTFGToigX7_-6silgEIbjllW1Xl405YzR2rcQ70mxuoi5WzHyrf0Hud2l6gZ7jg)

### **2 Using Shortcut to Reply to Patients from Provider Inbox**

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You can also use this shortcut to reply to patients from the Provider Inbox.

**Home \> Provider Inbox** 

Select the **Patient’s reply \>** Click on the **blue arrow \>** click on the **shortcut button** or **CTRL F2.** 

 

Read how to setup an outbox document [here](https://helpme.vensa.com/sending-text-messages-from-outbox-documents?hsLang=en)

 

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