Send Notifications Praxis Desk

Send SMS messages or emails directly to a patient or customer from the patient record.

Where do I find Send message?

1. Open the patient record for the record you want.
2. Click the arrow next to Select room in the top right to open the action menu.
3. Select Send message.

Requirements

• A notification gateway is configured in settings.
• The menu item is only visible when a gateway is active.

Fig. 1Send message sits in the patient record's action menu, not in the patient list's row menu.

1. 1Send message opens the send dialog for this patient.

Sending an SMS

1. In the Send message dialog, choose the SMS tab.
2. Enter the message.
3. Click Send message.

Fig. 2The SMS tab shows the character count and the number of SMS messages needed. There's no phone number field selection.

Sending an email

1. In the Send message dialog, choose the Email tab.
2. The email address stored in the record is used automatically.
3. Enter the subject and message.
4. Click Send message.

Fig. 3The Email tab shows the subject, message text, and the patient's recipient list.

Note: If the patient's email address or phone number is missing, offisy points this out in the dialog and sending to that recipient is blocked.