Message Settings Including 'Send as SMS' behaviour

Gwynneth Derere
Gwynneth Derere
  • Updated

Overview

As a Patchs Admin user, you can view and manage the Message Settings for your practice from the feature settings page. If your practice uses Patchs SMS, this will include the Send as SMS behaviours.

Scheduled messaging

When enabled, this allows you to choose when each individual message will be sent to a patient.

You can discover more about how this feature works in the Scheduling Patient Messages help article.

Enable sending SMS as default to patients

When enabled, this sends an SMS (instead of an email) notification to patients when they are sent a message through Patchs. 

Enable sending messages in body of SMS and email for reply not required messages

This enables messages to be sent in an SMS or email to patients - instead of sending them a link to view their message in Patchs. It can be chosen at the point of sending messages. It can also be set to be the default option.

If the 'Send in body of email / SMS' box is not ticked when sending a message the patient will be sent a link to view your message in Patchs. If the patient has a Patchs account, they will need to log in to view the message. If they don't have a Patchs account, they will need to enter their date of birth to view the message. This option is recommended if you are sending sensitive information as it is the most secure. Your practice name will be added by Patchs when the message has been sent and the patient will see your name in the Patchs chatbot - so there's no need to add these yourself.

If the 'Send in body of email / SMS' box is ticked your message will be sent as an email and/or SMS. The patient won't need to access Patchs to view your message. This option is recommended if you are not sending sensitive information as it is the least secure. Your practice name will be added by Patchs when the message has been sent - so there's no need to add this yourself. This option is currently not available for 'Reply required' messages, as patients still need to access Patchs online to reply to messages.

When sending messages as SMS, send.... SMS only

When enabled and a message is sent to a patient via SMS, only an SMS will be sent. 

When sending messages as SMS, send.... Both SMS and Email

When enabled and a message is sent to a patient via SMS, both an SMS and an email will be sent to the patient. 

 

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