How do I send a Direct Message?

A Direct Message (DM) allows you to send a message to a patient directly from WriteUpp with an extra layer of security. It uses an email containing a link to a message and a SMS containing an access code to 'unlock' that message.  

There are a few things you will need to have in place in order to send a direct message:

  1. An email address for the recipient
  2. A mobile number for the recipient
  3. SMS credits - How do I purchase SMS Credits?

To send a Direct Message

1. Click on Create -> Message

2. Select the Direct Message tab then click on Send Direct Message:

Image_2018-08-01_at_12.41.25_pm.png
3. The following model will appear. From here, select who you would like to send the message to:
Image_2018-07-30_at_12.30.41_pm.png

4. Type your message, choose an expiry time limit, then click Send:
Image_2018-07-30_at_12.54.57_pm.png

5. You will see a confirmation that your message has been sent (You will be given the option to not show this message again if you wish):Image_2018-07-30_at_1.05.15_pm.png

6. Any messages sent via this route will appear in the Messages tab of the Patient Summary:

Image_2018-08-01_at_12.43.19_pm.png

7. You have the option to create and use templates if you continually send the same kind of message. To insert a template, click on Templates while on the message screen and select from the list of available templates:Screen_Shot_2018-07-30_at_12.56.12.png

 

You can also send a Direct Message at any time by clicking on the Active Patient dropdown and selecting Send Direct Message:

Screen_Shot_2018-07-30_at_14.39.43.png

You’ll have the option of sending each document type within WriteUpp as a Direct Message:

  • Notes
  • Assessments
  • Documents
  • Attachments
  • Invoices

Just look for the DM icon alongside the print, email and delete icons once you have created a new document or opened an existing one that you’d like to send:

Image_2018-07-30_at_2.31.44_pm.png

 

Related Article

Guide to Direct Messaging (Video)

What will my patients see when they receive a Direct Message? 

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk