Why Use This Function:

SMS Workflow Event Templates are pre-configured messages that you are able to send to Debtors and Patients. These templates are designed to streamline repetitive tasks, such as sending appointment reminders, payment notifications, follow-ups, or health-related alerts, saving time and reducing the risk of human error. 

By standardising messages through SMS Workflow Event Templates, the Practice ensures that communication is consistent, professional, and compliant with operational and legal requirements.

💡Please Note: These templates are set up per Entity, allowing each Practice to tailor messages to its specific operational processes, Patient engagement needs, and workflow requirements.

The Contents of This User Manual:

  • Workflow Event Template Setup
  • Assigned User

  • This user manual will start on the Settings screen.

  • Click on the Entity Settings tab, and select the Workflow Event Templates panel.



  • Click on the Choose Event Type to Add Template... drop-down menu and select the SMS template.



  • Click on the +Add Template button.


Workflow Event Template Setup

A Workflow Event Template provides a reusable SMS setup that allows the Practice to send automated SMS messages consistently and at the correct time. These templates support communication such as appointment confirmations, reminders, and follow-ups. Customising SMS templates allows the Practice to match its own tone and branding, creating a professional and consistent communication experience while reducing administrative workload. For Patients, customised SMS messages provide clear and timely information, helping them feel informed, prepared, and supported throughout their interaction with the Practice.



  • Click the Template Description field to give the SMS Template a custom name or description.



  • Click on the Placeholder drop-down menu to select placeholders that you want to use in the template.



  • Contact Number: A placeholder will be used here for the Patient's cell number.



💡Please Note: An automatic placeholder will be in the Contact Number field, which will pull the Patient's cell phone number directly from their file.

  • Click on the Text field to enter the message content that will be sent to the recipient.



💡Please Note: SMS messages are subject to character limits. A standard SMS is limited to 160 characters. Messages exceeding this limit may be split into multiple SMS segments, which could result in additional costs.

 

Assigned User

A task will automatically be created for the selected user when this template is used.

  • Click on the Assigned User drop-down menu to select one or more users for whom tasks will be created when the template is used.



💡Please Note: You are able to select multiple users, to whom tasks will be assigned when the template is used.



  • Tick the Hide GoodX Users checkbox to hide GoodX users and display only Practice employees.



  • Click on the Save button to save the SMS Template.

 

Last modified: Monday, 11 May 2026, 3:29 PM