Send a Request

Send Requests (add-on)

If your clinic has this enabled, direct messages to patients are able to be sent with a link to book an appointment or to upload images and forms.

There are two main use cases for this:

1. A patient is on the phone trying to book their appointment and you need them to upload a form (e.g. requisition) or image (e.g. photos of areas of concern). Solution: You can use the ‘Send Request’ button to send the patient a link to upload the info you need.

2. You have a busy reception and a patient was unable to book their next appointment (in-person or over the phone). Solution: When you have a moment, you can use the ‘Send Request’ button to send the patient a link to an appointment request chat, where they can book their appointment.

How it works:

Select the template you want to send, fill in the patient's phone number and/or email address, and assign the task to yourself or someone on your team.

Click ‘Send Appointment Request Link’. The patient will receive the message instantly and can begin filling in their appointment request.

If you want to add or change an appointment request template, submit a request here.