The Patient Communication Center in PbN makes it easy to send text messages to your patients. Follow these simple steps to get started:
Access the Communication Center
Click the SMS icon located at the bottom left of any page in PbN.
If you have unread messages, a number will appear next to the icon, indicating how many incoming messages need your attention.
View Existing Conversations
When the panel opens, you'll see a list of conversations, including both incoming and outgoing messages.
Click on a conversation to view past messages or respond to a patient.
Start a New Message
Click the pencil icon in the upper right corner of the panel to compose a new message.
Type the recipient's name or phone number in the search bar. A list of matching contacts will appear—select the correct patient from the list.
You can also send messages to any phone number, even if it is not linked to an existing patient.
Write and Send Your Message
After selecting a recipient, type your message in the text box.
Use available options to customize your message:
Prewritten Templates – Quickly insert a Treatment Plan, General Consent/Form, Payment Request, Review Request.
Emojis – Add a personal touch to your message.
Attachments – Include relevant documents or images.
Review your message in the preview box.
Click Send when you're ready.
Additional Resources
For a detailed walkthrough, refer to the Patient Communication Center Guide.
To send a mass text message, check out our Custom Campaign Tutorial.