---
title: Intervention Reminders using SMS
slug: portal-sub/intervention-reminders-using-sms
docTags: 
createdAt: 2026-03-04T12:03:13.551Z
---

Intrahealth offers the ability to automate the recall process through the use of SMS reminders for organisations that need to contact patients for key health events such as immunisations, screenings and abnormal test results. This allows for a configurable, rapid and trackable notification process which can be set up throughout the organisation.

## Benefits for Healthcare Organisations

- Staff no longer need to call patients individually to provide reminders, saving significant time and money
- All SMSs sent using Profile are recorded in the system, keeping an automatic record of contacts that can be used for Government communication incentives (eg: in New Zealand, smoking cessation guidelines) as well as other audits
- For organisations using mail to contact patients, using SMS can save money on postage fees, and does not require long delivery times.

# Configuration Steps

Intervention Reminders can be configured to be sent to a patient automatically when specific requirements are met (eg: 6 months after the previous appointment) using a similar method to [Appointment Reminder Rules](docId\:vKvYMNj9Y6BYGM5UzI8NL).

To set up Intervention Reminder Rules:

1. Go to **Organisation/Preferences/Setup/Internet/Messages**
2. Click the **Configure Intervention Reminders **button. The System Tasks window will open.

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3. Double-click the **Patient Messages for Intervention Reminders** task.

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4. Go to the **Schedule** tab to edit the set schedule for reminders under **Current Schedule Settings**.
5. Go to the **Rules **tab to edit the reminder rules.

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6. To create a new Rule, click the **New **or **Duplicate **button under the Rules list and create the Rule's Name, POS, Provider and Reason.The **Name **field** **should be a descriptive name of the reminder rule for organization
7. If you want to set a new message template for the SMS, set the **Message** dropdown box to **Custom **and type the contents of the message in the text field below.
8. Click **OK** to save the Intervention Reminder Rule.

To modify existing Rules, select the rule in the Rules list and click **OK **to save any changes made.

# Feature Overview

When intervention reminder rules are set up, an SMS will go to the patient's mobile number listed on their profile to remind them of an upcoming Intervention.

Once a message has been sent, a record of sent messages can be viewed in the **Messages **tab of a patient's Health Record. 

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/72IMylBBnNkqG6tZ3ZSpe_xjv1chfrd2yt9tjnntbxfa5ipgdyzfvhg.png)

The status of any upcoming or in-progress interventions can be viewed in **Work Centre/Clinical/Intervention List**

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uecfg_vy7h1U_2yzXz1XZ_y93djclvts3b380qvkqvthn5ldhhqvdg.png)

:::hint{type="info"}
The statuses of all sent SMSs can be viewed in bulk by going to **Control Centre/Manage/SMS Log**.![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/V5WhAyB-rVq75aU7-M3ws_f2id-rqgkcatn3ny3uxuservngaxriziza.png) It is important to check this regularly to make sure all SMSs are successfully delivered.

:::

# Learn More

[Patient SMS Messaging in Profile](docId\:nSZVvYR7tWqiZl-sOJnd4)

[Appointments List](docId\:IrwltLm55gLZeeHPu0IlU)