7.3 Send a New Message / Alert / Reminder

Contents

This section provides step-by-step instructions on how to send a new Message / Alert / Reminder.

STEP 1: Navigate to Direct Messaging

Select the “Direct Messaging” option in the left menu panel of the dashboard.

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STEP 2: Create a new Message/ Alert/ Reminder

To create a new message, alert or reminder, click the “Send” button in the top right corner of the page to view a drop-down menu.

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STEP 3: Add the Message/ Alert/ Reminder details

Next, start adding the required details in the fields including the message Title, Language, Body, and Actions.

There are three Actions to choose from:

1. “Send notification only” - allows you to send the Message / Alert / Reminder as a notification only.

2. “Open content in the app” - allows you to add and view the content of the Message / Alert / Reminder in the app. If this option is selected, a pop-up will show where you can select the content that needs to be added.

3. “Open the link to website” - allows you to add a website link to the Message / Alert / Reminder that can be clicked and opened.

STEP 4: Add the Timing

Next, select whether you would like to send the Message / Alert / Reminder “Now” or “Schedule” it.

If choosing to schedule the Message / Alert / Reminder, select the Date Sent and Frequency.

There are two Frequency options:

1. “One time only” - the Message / Alert / Reminder is sent only once.

2. “Repeats after start date” - the Message / Alert / Reminder is scheduled to send repeatedly after the start date.

STEP 5: Add the Audience

Next, select the Individuals you would like the Message / Alert / Reminder to be sent to. Click on the “+ Add Individual” button to add your audience.

Select the Patients you would like to send the new New Message / Alert / Reminder to and click “ADD”.

Note: This list will only display registered Patients.

STEP 6: Review the details

Here you can Review the Message / Alert / Reminder details. Press the back arrow to make any changes.

Once reviewed, click on the “Save” button to create the new Message / Alert / Reminder.

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