SMS Recall/Questionnaire from Consultation Manager

You can send an SMS message to a patient from Consultation Manager - Vision+ - Mail Merge :

  1. From Consultation Manager, select your patient and select the relevant line from the alert window.
  2. Selecting Mail Merge opens the mailings screen:

  3. Select SMS or SMS Question and utilise the same way as Practice Reports.
    See Configure SMS Settings for Reply to Questionnaire and Configure SMS Settings for Informed Dissent for more details.
    Note - The setup of SMS and SMS Question templates must be done in Settings and Practice Reports. See Configure SMS Settings for Reply to Questionnaire and Creating a Recall/Healthcare Invite SMS Message Template.

View the following videos to see how to send text messages to an individual patient:

Sending a Questionnaire Text Message to an Individual Patient (0:49)

Sending a QOF/recall invite SMS message
to an individual patient (0:57)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.
See Video Tutorials for further Vision+ videos.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.