Workflow Event Template Setup: SMS Template
GoodX can assist in sending text messages/emails/events to the Patient or Debtors. Different SMS Templates can be set up for this purpose in Settings.
- On the Diary screen, click on the Settings button in the top right corner
- Click on Entity Settings
- Select the Workflow Event Templates panel
- From the Dropdown menu, the list of Templates will open. You can choose the SMS template to set up.
- Click on Add Template when you've selected SMS from the list
- You can give your SMS Template a specific Name/Description in the Template Description field
- You can use different "Placeholders" in the SMS that will automatically import the information from the system ex Name of the Patient/Date/Practice Name etc.
- Contact Number: A placeholder will be used here for the cell number of the Patient. The system will automatically import the patient's cell number when sending an SMS using the Template.
- Complete the body of the SMS Template and use the different placeholders if you want to.
- SAVE your template when done.
- Following the links to see where the different SMS Templates can be used:
- To Set up Automatic Booking Reminder SMS's see the User manual: Automatic Booking SMS
Last modified: Friday, 3 March 2023, 7:45 AM