Standard Messages for SMS Reminders

You can create standard messages (templates) for each of the Practitioners in your Bluechip database, as well as a default 'Practice-wide' standard message.

Before you begin

Procedure

  1. From the Bluechip main window select SMS > Setup SMS Reminders. The SMS Reminders window appears.
  2. Select the Standard Message tab.
  3. From the Message Template drop-down box, select whether you want to edit the Practice-wide standard message or that for one of the Practitioners in your Bluechip database.
  4. Create the standard message. You can enter a maximum of 160 alpha-numeric characters per message, as indicated at the top-right of the message body window. As you type, this number will decrease. With 20 or fewer characters remaining, this number is displayed in red. By right-clicking in the message body you can access a menu of merge fields that you can then insert into your message at the insertion point. These field codes act as place holders for information, and will be replaced automatically when you send the message. For example, if you enter the field code [PatName], this will insert the name of the patient for whom you are creating the message. Note that you must click where you want to place the merge field before right-clicking and selecting it, to ensure that the field is inserted in the correct place. Keeping in mind that there is a 160-character limit for each message, you must note that Bluechip sets aside a number of characters for each field you add. You are still able to keep typing beyond what Bluechip thinks the limit will be, but the text appears in red with a strike-through as an indicator for you.

    Click Preview at the top-left of the SMS Reminders Setup window to preview your standard message.

    • Click Revert to revert the text you've entered to the default SMS Reminders message, which is "[PatGiven], you have an appointment with [PractName] on [ApptDate] at [ApptTime]".
  5. Click OK to confirm and save your standard messages.

Results