Sending a two-way text message

Sending a two-way text message

  1. Click on the Direct Messages tab on the navigation bar. Then select Text Message Chat. Remember that you can also send a text message directly from the Retention Calendar by clicking on the mobile phone icon () to the left of the client name.    
  1. Search for the client within the search bar to populate that client's mobile phone information.  (If there is no number in the mobile phone field, the number in the home field will auto-populate.)
    1. If needed, you can override that mobile phone number with a different texting number. This number will then be stored in the client's chat window as an associated number offered in the drop-down.
  2. Select a Patient from the drop-down if needed. If no patient name is selected and the patient name variable is used in the text, you will receive an error message.



While sending a text to clients with over one hundred patients, you will see a Select a Patient button instead of a dropdown option. When clicked, it will bring up a screen to select which patient you would like to send your communication to. Clicking ‘select’ will select the patient to link the communication to and pull their name into the appropriate variables.
  1. Select a Template from the drop-down, or you can free-hand type within the body of the text.
  2. Variables can be used from the “Insert Variable” drop-down to include a patient or client name in the text message. 
  3. Images or videos can be attached from your phone or computer as well.
  4. Click “Preview Message” to see what it looks like before sending it. 
  5. Click “Send Text” to message the client.


*Responses from the client will appear in a texting thread