SMS Reminders - Sign Up

SMS Reminders - Sign Up

To sign up a patient the SMS reminders, please follow these steps:

 

  • In the menu, select Patients

Patients Menu.png

 

  • Search for the patient or select from the Recently dispensed customers list

Patients recently dispense customers.png

Info
Please note: You may search by name, address, medicare number, or date of birth

 

  • Patients who are NOT previously signed up to App or SMS reminders or Unsubscribed will show Sign Up under User Type. Select Sign Up

Patients App Sign Up.png

 

  • The Sign up patient pop-up will appear. Select the SMS tab

SMS tab - sign up.png

 

  • Under Patient Details, enter the patients Mobile number and optionally add Email

SMS mobile and email.png

 

  • Enter your Staff initials to indicate that the patient consents to receiving SMS reminders. 

Staff initials SMS.png

 

  • Select the Drugs you would like to send reminders for

SMS Sign UP drug select.png

Info
Please note: The patient will only receive SMS reminders for the selected drugs. Once the patient is signed up, newly dispensed drugs with repeats will be automatically ticked (excluding PRN medications) 

 

  • Rx on File is preselected. Deselect this if the patient has not kept their paper prescription on file at your pharmacy. 

SMS Sign UP drug select 1.png

 

Advanced settings

Select the below options to set up automated reminders, defer scripts, manually message the patients or view message history or queued messages that are scheduled for the future.

SMS Advanced settings.png

 

  • Select Save & Close

Save and close.png

 

The patient will receive a SMS welcoming them to the SMS reminder service and will receive reminders to order and visit the doctor. 

 

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