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How to send a patient an SMS

Sending an SMS or text to your patient.

Praxis Valadez avatar
Written by Praxis Valadez
Updated over a year ago

You can SMS a patient through their Patient Profile or through the Receptionist Dashboard.

Patient Profile

1) Type the patient name in the search bar on the top of any Principle page and press enter.

2) Find the contact box under their patient details on the left side of the page. Click SMS.

3) Type your message and click send.

Receptionist Dashboard

1) Click into the Receptionist Dashboard section of the menu.

2) Go to the date of the appointment - select the date from the calendar icon.

3) Head over to a patient's appointment and click on the three vertical dots on the right side of the appointment to open up the menu.

4) Click SMS and the SMS window should appear.

5) Type in your message and click Send.

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