After receiving the confirmation email from the SIGN UP process you will need to enter details into Atlas to engage the new SMS Feature and link to your Text Package.
Setup > Initial Setup > Clinic Details
In Clinic Details click on the SMS Tab.
- Enter Code SW into the SMS Code box
- Enter your SMS Email as indicated in your Confirmation Email
- Enter the SMS Key as indicated in your Confirmation Email We recommend Copy/Paste to enter the SMS Key to ensure accuracy
- Click EXIT when done
The next step to setting up Atlas to use SMS Appointment Reminders is to set a Phone Type to trigger the SMS. This ensures that when you are entering the Patient Phone Numbers and configuring the Patient to Confirm, Atlas will know which Phone Number to send the SMS to.
Finally, the last step in setting up Atlas for SMS Messaging is to configure your template that will be sent to Patients. Templates allow users to customize the message that is sent and to personalize the messages.
Setup > Initial Setup > Phone Number Types
In Phone Number Types select ONE type to trigger SMS.
Click EDIT to open the checkboxes and SAVE when completed.
EXIT this window.
Setup > Templates > Email and Messaging
In the Templates window use the Top, Prev, Next and Bottom buttons (located along the bottom of the window) to navigate through templates and find the SMS Confirm template. The NAME field (upper left corner) will indicate which template you are currently viewing.
To make any changes to the existing template, click the EDIT button along the bottom row.
Users can use the tokens listed in the right margin to customize the template message.