Set up SMS

Enable SMS so your practice can send notifications to patients' mobile phones using ZedSMS, a fast and secure, low-cost solution that supports 2-way SMS for recalls and reminders. ZedSMS is available in Zedmed v33.12 or later and is required to send SMS messages in Zedmed.

Options for sending an SMS 

Zedmed uses ZedSMS to send messages for a range of reasons, including:

  • To automatically send patients appointment reminders. Learn More
  • To provide patients with appointment confirmations. Learn More. 
  • To manually send a patient an appointment reminder. Learn more
  • To manually send a message to a patient from the patient record. Learn More.
  • To manually send a message to multiple patients based on specific criteria. Learn More.

Set up a patient for SMS 

To learn how SMS works for appointment reminders and confirmations, see the Appointment Notifications guide.

To confirm or set up a patient for SMS:

  1. Go to Zedmed's Reception tab.
  2. Select Patients or Waiting Room then locate the patient and open their record.
    For more information, see the find a patient's record article.
  3. Check that the Mobile field has a mobile number. If there is not, enter the number the patient wants reminders to be sent to.
  4. Check that Default Appointment SMS is selected.
  5. Select Close to save and exit.

Note: Selecting Default Appointment SMS in a patient's record will not enable Allow SMS for existing appointments.

When Default Appointment SMS is selected in a patient's record Allow SMS  - will be ticked in the Appointment Details screen for each appointment. Allow SMS must be ticked for appointment reminders to go out.

Send Confirmation SMS is only selected by default if the patient made the booking in Zedmed Online Appointments. This option sends a confirmation SMS to the patient when the appointment is booked. If it is not a Zedmed Online Appointment, it needs to be selected each time an appointment is made.

Set up a practice for SMS

Zedmed user ZedSMS to send text messages to patients. For new customers, ZedSMS is set up as part of the onboarding process.

To set up ZedSMS:

  1. Go to Zedmed's Management tab.
  2. Select Practice Setup then Branches.
    The Practice Details screen will open.
  3. Select Options.
    The Branch Options screen will open.
    Go to the SMS Setting section.
  4. In the Provider field, select ZEDSMS.
    The SMS Sender field must be blank unless ZedMed has set your practice to appear as the sender. If you put anything here there is an additional cost of 30% more per SMS and 2-way responses will not work.
    The Provider's URL fields must be blank.
  5. In the User Name and Password fields, enter the username and password provided by Zedmed.
  6. In the  2-WAY SMS section, confirm the options you want to use.

    • Enable  2-WAY SMS should be selected if you want the user to be able to send replies. A common example is asking the patient to reply "Yes" or "No" to confirm an appointment.
    • Enable Auto-Cancel of Appointments is enabled if you want a "No" or "N" reply to automatically cancel the patient's appointment in Zedmed. This will remove the appointment from the Appointment Book.
      You can view cancelled appointments in Zedmed's Message Manager.
  7. Select Close to save and exit.
    Repeat these steps for each branch subscribed to ZedSMS.

Check your SMS Credits

You can check the SMS credits remaining for the SMS provider configured in the Branch options.

To top up your credits, see the ZedSMS top-up guide.

To check the SMS Credits:

  1. Select Zedmed's Utilities tab.
  2. Select the SMS Tools > SMS Credit Check.
    The remaining credits will display.