How to Create Your Own Default Text in the "Send Intake" Text Option Box

Publish Date: 6/12/2024

Description

Overview

The "Send Intake" feature allows you to communicate with patients efficiently by sending customized intake links via text messages. This guide explains how to create your own default text message for sending intake links, ensuring a personalized and consistent communication process with your patients.

Steps to Create Your Own Default Text in the "Send Intake" Text Option Box

• Access the Patient Portal
  • Navigate to your Patient Portal Tab

• Navigate to the Intake Paperwork Section

  • Once there select "Intake Paperwork." 

• Create or Edit Custom Message

  • In the Intake Paperwork section, look for an option to create or edit the custom message. 
• Save Changes