--- title: Patient SMS Messaging in Profile slug: portal-sub/patient-sms-messaging-in-profile docTags: createdAt: 2026-03-04T12:03:14.047Z --- # Patient SMS Messaging Feature  Profile's Patient SMS Messaging feature allows healthcare organisations to send SMS messages directly from within Profile. The following article will focus on the configuration and functionality of the SMS Messaging feature.  There are also a number of helpful videos located in the Videos folder. [Click here](https://help.intrahealth.com/en/support/solutions/folders/6000242835) to access the SMS videos.  ## Enabling of Patient to Receive SMS Messages To allow a patient to receive SMS Messages, go to **Alter Patient** for the patient, and in the **Connectivity** panel, ensure the patient’s mobile phone number is entered in the **Mobile Phone** field and check the **SMS Mobile** checkbox in the **Communicate by** field. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LIE9zxfaGmZSYm-Dbkqp6_qe2xgnuwc5ndyxiyuwxl2eza1renta8sg.png) ## SMS Preferences You can modify the default templates for outgoing SMS.   :::::WorkflowBlock :::WorkflowBlockItem Go to **Organisation/Preferences/Setup/Internet/Messages** tab.   ::: :::WorkflowBlockItem Select **Twilio SMS** from the **Service Name** dropdown menu, if necessary.   The **Find Service by POS** checkbox adjacent to the field can be checked if the Twilio Service has been configured with a specific POS. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/vGC_5NrzvBXxJ9STxzQCK_kilksmicerjhkouldw42ukkp5-i18dwg.png) ::: :::WorkflowBlockItem If desired, press ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/nYZDQ68weA3NzPmANAcFU_txz4gjunc-jcjvvuyvepmb7bdt2bmtxa.png" size="33" isUploading="false" initialPath="assets/tXZ4GJUNc-JCjVvUyvEpM_b7bdt2BMTx_A.png" githubPath="en/Communication in Profile/Messages and SMS/assets/tXZ4GJUNc-JCjVvUyvEpM_b7bdt2BMTx_A.png" position="flex-start" width="242" height="23" darkWidth="242" darkHeight="23" showCaption="false"} to set up a schedule to run a macro for sending out appointment reminders. See the next section, **Appointment Reminders Schedule**, for more information. ::: :::WorkflowBlockItem You can press the **Configure Intervention Reminders button to set up a scheduled task for sending out intervention reminders. **See the section **Intervention Reminders Schedule** for more information. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/uEkT7Adr0jRMtx1d5mNum_al5odmssupxxikvg2rvw05t04aet0negmq.png" size="33" isUploading="false" initialPath="assets/al5odmssUPxxIKvG2rvW05t04aeT0NEgMQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/al5odmssUPxxIKvG2rvW05t04aeT0NEgMQ.png" position="flex-start" width="245" height="26" darkWidth="245" darkHeight="26" showCaption="false"} ::: ::::WorkflowBlockItem In the **Messages** tab of Internet Preferences, click into each of the free text fields in the **Message Templates** panel as necessary and change the default text and/or enter desired text.   - To enable the **Appointment Advice** field, check the **Send Appointment Advice by SMS** checkbox. - The** Intervention** template is for SMS messages sent from the **Work Centre/Clinical/Intervention List** view. - The** Generic** template is for SMS messages sent using the **Send a message **toolbar button. - Print variables can also be viewed and selected for insertion in the templates by pressing ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/woacZOIKuCap9Q0WTxJsi_rb7osqeothqx196h81yxuxdbbq7ekjkfg.png" size="26" isUploading="false" initialPath="assets/rb7OSqEOThQX196h81yXuXDbBq7E_kjKfg.png" githubPath="en/Communication in Profile/Messages and SMS/assets/rb7OSqEOThQX196h81yXuXDbBq7E_kjKfg.png" position="flex-start" width="191" height="23" darkWidth="191" darkHeight="23" showCaption="false" indent="2"} :::Paragraph{indent="1"} .   ::: - The **Communicate by** setting for **SMS Mobile** can be enabled for all patients, non-patients, and organisations by pressing ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8QM8L4P1Dt9Vz_Zrxyoll_1ffc55xzhfd95ckgnd29qvsi5qchbysyw.png" size="19" isUploading="false" initialPath="assets/1Ffc55XzHfD9_5CkgNd29QvsI5QCHbYSyw.png" githubPath="en/Communication in Profile/Messages and SMS/assets/1Ffc55XzHfD9_5CkgNd29QvsI5QCHbYSyw.png" position="flex-start" width="142" height="23" darkWidth="142" darkHeight="23" showCaption="false" indent="2"} :::Paragraph{indent="1"} . ::: :::: :::WorkflowBlockItem At the bottom left of the **Messages** tab, you can select response options for specific areas in Profile. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/NI8SNkoKZSD3muECPVd4V_hlrwgjm383qmcbnn6zvb7ojuk8joollycq.png" size="52" isUploading="false" initialPath="assets/hlRwGJM383QMcbnN6zvb7OJUk8jooLLyCQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/hlRwGJM383QMcbnN6zvb7OJUk8jooLLyCQ.png" position="flex-start" width="385" height="49" darkWidth="385" darkHeight="49" showCaption="false"} When sending an SMS message from the Appointment **Audit** tab or the Intervention **Audit** tab, for example, these outgoing messages will not be acknowledged by default (to enable the Appointment or Intervention Reminders functionality) unless you check the **Acknowledge outgoing Appointment messages by default** or **Acknowledge outgoing Intervention messages by default** checkboxes. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/7GEn6MZiZPAQNnUeeswl5_j-ccyn395nwq0dcyl54bqpvpt0smx6icw.png) ::: :::WorkflowBlockItem You can also check the **Responses with ‘1’ will confirm the appointment** and **Responses with ‘2’ will cancel the appointment** checkboxes.  If the first option is checked, when the patient responds to an SMS appointment reminder with **1**, this will automatically confirm the appointment, which is denoted by the **C** icon in the appointment slot and the checked **Confirmed** checkbox in the **Appointment flags** panel of the Edit appointment window.  If the second option is checked, when the patient responds to an SMS appointment reminder with **2**, this will automatically cancel the appointment, which is denoted by the cancelled icon in the appointment slot and the checked **Cancelled** checkbox in the **Appointment flags** panel of the Edit appointment window.   ::: ::::: :::hint{type="info"} The other areas in Profile where these preferences apply are the **Appointments List** view in the Control Centre and the **Intervention List** view in the Work Centre. ::: :::hint{type="info"} **Note:** In Profile 8.8, when a patient is sent an appointment reminder by SMS or email, they have the ability to confirm the appointment using an unique external web address that is automatically generated for each appointment. This resolves any issues with the approach of having the patient reply with "1" or "2" in cases where more than one patient shared the same mobile number, or if the patient has multiple appointments in a short period of time. See the article on [Appointment Confirmation/Cancellation Web Link for Reminders](docId\:Bw5L8aIXiCS1UFkvT9gCB) for more details.   If earlier versions of Profile are being used, the issues mentioned above will still exist. Clinical users will need to manually confirm who sent the response, as well as confirm the appointment on the patient's behalf in Profile. In this regard, clinical users should also note that the responses, from a patient who has multiple appointments in a day, must be handled individually and will be applied from their earliest to latest appointment times. For example, if a patient has an appointment at 12 p.m. and another appointment at 3 p.m., their first confirmation will apply to their first pending appointment slot at 12 p.m.   ::: ### Appointment Reminders Schedule 1. Go to **Organisation/Preferences/Setup/Internet/Messages** tab to set up a schedule to run a macro for sending out appointment reminders. See the **SMS Preferences **section above for more detail on the features found on this screen.The default message for the appointment reminders can be created here in the **Appointment Reminder** box. This is a free text space. Print Variables can also be added.Further customisation (as shown below in Step 6.) can be done if available. This additional customisation does not apply for version 8.6. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MUq2oWMYeZ6udQxvHW3BX_lo6h5pux6wbel9yyw8f9rrmcrahqrzvysg.png" size="100" isUploading="false" initialPath="assets/LO6h5puX6wbeL9YYw8f9RrMCrAhqRzVysg.png" githubPath="en/Communication in Profile/Messages and SMS/assets/LO6h5puX6wbeL9YYw8f9RrMCrAhqRzVysg.png" position="flex-start" width="913" height="625" darkWidth="913" darkHeight="625" showCaption="false" indent="2"} 2. Press the Configure Appointment Reminders button. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/QpiJf-mQD20-eNRF3SEsM_l2cuzfuh-vw3nif28utcokfhjpsf33xq.png" size="33" isUploading="false" initialPath="assets/l2cUzfUH-VW3NiF28uTCOkf_h_JpSF33xQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/l2cUzfUH-VW3NiF28uTCOkf_h_JpSF33xQ.png" position="flex-start" width="242" height="23" darkWidth="242" darkHeight="23" showCaption="false" indent="2"} 3. In the System Tasks window that opens, double click the selected **Patient Appointment Reminders** service.  ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/i6BMfC7x_sX_WwruakH1y_kcyntcd9pecx0llayvie3h5p0wsrzyectq.png" size="100" isUploading="false" initialPath="assets/KCyNTcd9pECx0llAYviE3H5p0WSrZYECtQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/KCyNTcd9pECx0llAYviE3H5p0WSrZYECtQ.png" position="flex-start" width="919" height="308" darkWidth="919" darkHeight="308" showCaption="false" indent="2"} 4. In the System Task ‘Patient Appointment Reminders’ window, **Task** tab, check the **Enabled** checkbox. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/xUup9CkN10PdkRDDxsVNg_slw4le0sutfdajrmsdlipul2lxkga13ima.png" size="90" isUploading="false" initialPath="assets/Slw4lE0SUtFdAjRmSDlIpUl2LxKGa13iMA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/Slw4lE0SUtFdAjRmSDlIpUl2LxKGa13iMA.png" position="flex-start" width="660" height="501" darkWidth="660" darkHeight="501" showCaption="false" indent="2"} 5. Select the **Schedule** tab, press **New** if there is no scheduled task and set the desired schedule. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/h4V2WNv-67sqy9-sF308k_hwju0auigndzmjudp0t-c8bzf7ugliz6dg.png" size="90" isUploading="false" initialPath="assets/HWJu0aUiGNDzmJUDp0t-C8bzf7UGLiz6dg.png" githubPath="en/Communication in Profile/Messages and SMS/assets/HWJu0aUiGNDzmJUDp0t-C8bzf7UGLiz6dg.png" position="flex-start" width="661" height="499" darkWidth="661" darkHeight="499" showCaption="false" indent="2"} 6. In the **Rules tab (previously called 'Settings') multiple  appointment reminder rules can be created using a variety of specifications. Rules can be configured allowing for messages to be sent at different intervals, and to include different modes, appointment types, providers, and POS. They can also contain different messages. Click New , to create a new rule. Type the name of the new rule into the Name field. **Choose  **All**  or **Only** in each of the drop-down lists to specify the necessary **Provider , POS ,  Type and Mode for the rule. If Only is chosen, in any of the fields, click the appropriate Add buttons to make a selection. Select Default  or Custom  in the Message  drop-down list and change the message as required.In **the **Days Before Appointment** field, the default is set to 28. This details the number of days before the intervention, that the intervention reminder would be sent out. Enter a different number of days, if required. The **Days Before Appointment** field is the only customisation feature in this tab, that applies to version 8.6. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XZ6AITJ-Ilhts6Zwr6uHZ_aw7lajmqjgp9jheyvov31-szts0w9iwoba.png" size="10" isUploading="false" initialPath="assets/aw7lajmqjGp9jhEyVoV31-szts0W9IwOBA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/aw7lajmqjGp9jhEyVoV31-szts0W9IwOBA.png" position="flex-start" width="21" height="23" darkWidth="21" darkHeight="23" showCaption="false"} ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/3w4TSnuvlgADdU8Kz6PKi_yvko6lj6toykygyoopcpy4oe8mkmibmseq.png" size="90" isUploading="false" initialPath="assets/yVKo6lj6ToykYgyOOpcPY4OE8mkMibMseQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/yVKo6lj6ToykYgyOOpcPY4OE8mkMibMseQ.png" position="flex-start" width="660" height="496" darkWidth="660" darkHeight="496" showCaption="false" indent="2"} 1. Press **OK**  to save the changes ### Intervention Reminders Schedule 1. Go to  **Organisation/Preferences/Setup/Internet/Messages** tab to set up a schedule to run a macro for sending out intervention reminders. See the **SMS Preferences section** above for more detail on the features found on this screen.The default message for the intervention reminders can be created here in the **Intervention** box. This is a free text space. Print Variables can also be added.Further customisation (as shown below in Step 6.) can be done if available. This additional customisation does not apply for version 8.6. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/JI9rnaNBAnsLkesMMgAiJ_52wbp277-j9nlzbc7sa1u1koozubcvxbg.png" size="100" isUploading="false" initialPath="assets/52WbP277-J9nLzBC7sA_1U1KoOZubcVXbg.png" githubPath="en/Communication in Profile/Messages and SMS/assets/52WbP277-J9nLzBC7sA_1U1KoOZubcVXbg.png" position="flex-start" width="913" height="625" darkWidth="913" darkHeight="625" showCaption="false" indent="2"} 2. Press the Configure Intervention Reminders button. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/y5JpHGbNEaiM_1ZpWK4QW_vijleoyzefewoua8dw-ueiryg2vjaks6va.png" size="34" isUploading="false" initialPath="assets/VIJLeoyzefeWoUa8dw-UEIRYG2vjakS6vA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/VIJLeoyzefeWoUa8dw-UEIRYG2vjakS6vA.png" position="flex-start" width="246" height="26" darkWidth="246" darkHeight="26" showCaption="false" indent="2"} 3. In the System Tasks window that opens, double click the selected **Patient Messages for Intervention Reminders** service. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BOfkF128J__qdF4YMJpTl_onhdhypuyhkerwt9s8a5v8smhhucb5x4q.png" size="100" alt="Graphical user interface, text Description automatically generated with medium confidence" isUploading="false" initialPath="assets/onHdhyPuYhKeRwT9s8A5V8Sm_Hhucb5x4Q.png" githubPath="en/Communication in Profile/Messages and SMS/assets/onHdhyPuYhKeRwT9s8A5V8Sm_Hhucb5x4Q.png" position="flex-start" width="816" height="311" darkWidth="816" darkHeight="311" showCaption="false" indent="2"} 4. In the System Task ‘Patient Messages for Intervention Reminders’ window, **Task** tab, check the **Enabled** checkbox. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/H0KWRDN8E5zCD9OpDKPpt_0ehldjlqwzjni-aredzs8expavil8i4qsw.png" size="90" isUploading="false" initialPath="assets/0EhlDjLqWzjNi-aRedzS8expAviL8i4QSw.png" githubPath="en/Communication in Profile/Messages and SMS/assets/0EhlDjLqWzjNi-aRedzS8expAviL8i4QSw.png" position="flex-start" width="662" height="502" darkWidth="662" darkHeight="502" showCaption="false" indent="2"} 5. Select the **Schedule** tab and press **New** if there’s no scheduled task and set the desired schedule. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/t6hCKu7bkfT8TOTq4JpCf_izyzvuu2q46tl7v6ldrz8vyn-rn0c4wh2g.png" size="90" isUploading="false" initialPath="assets/IZYZVUU2q46tl7V6LdRZ8VyN-rN0C4Wh2g.png" githubPath="en/Communication in Profile/Messages and SMS/assets/IZYZVUU2q46tl7V6LdRZ8VyN-rN0C4Wh2g.png" position="flex-start" width="663" height="498" darkWidth="663" darkHeight="498" showCaption="false" indent="2"} 6. In the **Rules tab,  like in the Appointment Reminders Schedule section above, multiple rules can be created with different specifications, and for different uses. Click New , to create a new rule, then type the name of the new rule into the Name field. ** **Choose  All  or Only  in each of the drop-down lists to specify the appropriate Provider , POS , and Reason for the rule.If Only is chosen, click the appropriate Add button to make a selection. ** **Select Default  or Custom in the Message drop-down list and change the message template as required.** **In **the **Days Before Intervention** field, the default is set to 28. This details the number of days before the intervention, that the intervention reminder would be sent out. Enter a different number of days, if required. The **Days Before Intervention** field is the only customisation feature in this tab, that applies to version 8.6. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/XZ6AITJ-Ilhts6Zwr6uHZ_aw7lajmqjgp9jheyvov31-szts0w9iwoba.png" size="10" isUploading="false" initialPath="assets/aw7lajmqjGp9jhEyVoV31-szts0W9IwOBA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/aw7lajmqjGp9jhEyVoV31-szts0W9IwOBA.png" position="flex-start" width="21" height="23" darkWidth="21" darkHeight="23" showCaption="false"} ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cQHe7dX2iQSRxut2TVWRc_9tojmivhu3bziteyb1dlblqvbd5zio2ea.png" size="90" isUploading="false" initialPath="assets/9TojmiVH_u3bzItEYB1dLblQvBd5zIo2EA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/9TojmiVH_u3bzItEYB1dLblQvBd5zIo2EA.png" position="flex-start" width="661" height="502" darkWidth="661" darkHeight="502" showCaption="false" indent="2"} 1. Press **OK** to save the changes. # Messages View The **Messages** view in the patient Medical Record or Case window shows the full message history to and from the patient. You can add participants, acknowledge messages and open linked items using the **Messages** view toolbar ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/m0oBjV-dbLo4uQav4gyF7_vkacu8yaz123mhyyqjcjqzandcozsn5hw.png) Toolbar buttons: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HUeSn3949pUsgPy3FCfQF_wd7yy5s9cgnctb8ugq0eatthri-ocqx-7a.png" size="10" isUploading="false" initialPath="assets/WD7Yy5S9cgNcTb8UGq0eaTThRI-ocqx-7A.png" githubPath="en/Communication in Profile/Messages and SMS/assets/WD7Yy5S9cgNcTb8UGq0eaTThRI-ocqx-7A.png" position="flex-start" width="18" height="18" darkWidth="18" darkHeight="18" showCaption="false"} | **Add participant** | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mUVxjrCohh6xNeEyfCWFJ_k9tl5paxsovju82ka-rvwokehtvxpofacw.png" size="10" isUploading="false" initialPath="assets/K9TL5PaXSOvju82KA-rvwOKEhtvXPoFACw.png" githubPath="en/Communication in Profile/Messages and SMS/assets/K9TL5PaXSOvju82KA-rvwOKEhtvXPoFACw.png" position="flex-start" width="12" height="12" darkWidth="12" darkHeight="12" showCaption="false"} | **Leave conversation** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BVBLaVA_QvilpJ7HHhoQT_zsbg-eridkt21prdiy2saz8jdfevcb8zeq.png" size="10" isUploading="false" initialPath="assets/zSBg-ErIdkt21pRDiY2SaZ8jdfEVcB8zeQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/zSBg-ErIdkt21pRDiY2SaZ8jdfEVcB8zeQ.png" position="flex-start" width="18" height="18" darkWidth="18" darkHeight="18" showCaption="false"} | **Acknowledged** – Toggle the selected message as **Acknowledged** or **Not Acknowledged** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UojPhR6OQB80HRze7pnwH_ewhrb-p8068bmgbep1e4qo0tf5exhzg1w.png" size="10" isUploading="false" initialPath="assets/ewhrB-p8068bmGbep1e4qo0TF5exHZG_1w.png" githubPath="en/Communication in Profile/Messages and SMS/assets/ewhrB-p8068bmGbep1e4qo0TF5exHZG_1w.png" position="flex-start" width="18" height="18" darkWidth="18" darkHeight="18" showCaption="false"} | **Acknowledge All** – Mark all messages to and from this patient as **Acknowledged** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KUSOAOTzzn4b5UrpAaEtQ_us8ypcz4hehn2mbedwimvfp9flpolvnc9q.png" size="10" isUploading="false" initialPath="assets/uS8ypCz4HEHn2mbeDWImvfp9FLpOLVNC9Q.png" githubPath="en/Communication in Profile/Messages and SMS/assets/uS8ypCz4HEHn2mbeDWImvfp9FLpOLVNC9Q.png" position="flex-start" width="18" height="18" darkWidth="18" darkHeight="18" showCaption="false"} | **Open Linked Appointment** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/S1fZzeH5fJkK1kcyenbM0_jwjhjv2fn05bn-dbzhutgmq1gvzsyzmgq.png" size="10" isUploading="false" initialPath="assets/jwjHjv2fn05bn_-dbZHUTGmq1GVzsYzMGQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/jwjHjv2fn05bn_-dbZHUTGmq1GVzsYzMGQ.png" position="flex-start" width="19" height="19" darkWidth="19" darkHeight="19" showCaption="false"} | **Open Linked Intervention** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MBzYb3OeOW0SzEP--PDdK_eeuyricitsd7knfpvxsnyx8bc9sf9h71w.png" size="10" isUploading="false" initialPath="assets/eEUyrICiTSd7knFpvXsNyX8bc9_SF9H71w.png" githubPath="en/Communication in Profile/Messages and SMS/assets/eEUyrICiTSd7knFpvXsNyX8bc9_SF9H71w.png" position="flex-start" width="14" height="17" darkWidth="14" darkHeight="17" showCaption="false"} | **Open Linked Result** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wx9yMN8DPIx4tdINPqFKD_l8nkfa51gswm3zz9hfwr-tqztdkpdiaglq.png" size="10" isUploading="false" initialPath="assets/L8NkfA51gswm3ZZ9hfwr-TQZTDkPdiAgLQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/L8NkfA51gswm3ZZ9hfwr-TQZTDkPdiAgLQ.png" position="flex-start" width="20" height="20" darkWidth="20" darkHeight="20" showCaption="false"} | **Delete Duplicate Message** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Yb2Ulr2OaK0UZHIePzexO_svoq5dmcsjl9sej3n-gkm0kavtmbw9cfxa.png" size="10" isUploading="false" initialPath="assets/Svoq5DMcSjl9SEj3N-gkM0KaVtMBw9CfxA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/Svoq5DMcSjl9SEj3N-gkM0KaVtMBw9CfxA.png" position="flex-start" width="14" height="18" darkWidth="14" darkHeight="18" showCaption="false"} | **Refresh Messages** | You can send messages in this view by typing into the free text field at the bottom of the window and pressing ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/CDS6r-nx-QJ0Sz5qfwv9d_6nvhnaxnzyz2utkqz86ellzjnpz0o28fow.png" size="11" isUploading="false" initialPath="assets/6NvhNaXNzyz2UtKqZ86ellZJNPZ0O28Fow.png" githubPath="en/Communication in Profile/Messages and SMS/assets/6NvhNaXNzyz2UtKqZ86ellZJNPZ0O28Fow.png" position="flex-start" width="84" height="23" darkWidth="84" darkHeight="23" showCaption="false"} .  You can also attach files, including image and audio files. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/rAxOEYBI4SNay55RVl7kP_ly8yeklaf5prvbpuna2nzeairzwnc50aiq.png" size="83" alt="Graphical user interface, text, application Description automatically generated with medium confidence" isUploading="false" initialPath="assets/Ly8yeKlAF5prvbPuNa2NzEaIrzwnC50aIQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/Ly8yeKlAF5prvbPuNa2NzEaIrzwnC50aIQ.png" position="flex-start" width="606" height="122" darkWidth="606" darkHeight="122" showCaption="false"} # Patient Items View The **Patient Items** view in the Work Centre, previously named **Accession Items**, allows users to manage incoming messages. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/OGHyx9bIQFnCnCxXkXMeo_jfqoczebxwm3rj-aqp9nbekuwus2z9orrg.png) Toolbar buttons: | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/HUeSn3949pUsgPy3FCfQF_wd7yy5s9cgnctb8ugq0eatthri-ocqx-7a.png" size="10" isUploading="false" initialPath="assets/WD7Yy5S9cgNcTb8UGq0eaTThRI-ocqx-7A.png" githubPath="en/Communication in Profile/Messages and SMS/assets/WD7Yy5S9cgNcTb8UGq0eaTThRI-ocqx-7A.png" position="flex-start" width="18" height="18" darkWidth="18" darkHeight="18" showCaption="false"} | **Add participant** | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mUVxjrCohh6xNeEyfCWFJ_k9tl5paxsovju82ka-rvwokehtvxpofacw.png" size="10" isUploading="false" initialPath="assets/K9TL5PaXSOvju82KA-rvwOKEhtvXPoFACw.png" githubPath="en/Communication in Profile/Messages and SMS/assets/K9TL5PaXSOvju82KA-rvwOKEhtvXPoFACw.png" position="flex-start" width="12" height="12" darkWidth="12" darkHeight="12" showCaption="false"} | **Leave conversation** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/BVBLaVA_QvilpJ7HHhoQT_zsbg-eridkt21prdiy2saz8jdfevcb8zeq.png" size="10" isUploading="false" initialPath="assets/zSBg-ErIdkt21pRDiY2SaZ8jdfEVcB8zeQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/zSBg-ErIdkt21pRDiY2SaZ8jdfEVcB8zeQ.png" position="flex-start" width="18" height="18" darkWidth="18" darkHeight="18" showCaption="false"} | **Acknowledged** – Toggle the selected message as **Acknowledged** or **Not Acknowledged** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UojPhR6OQB80HRze7pnwH_ewhrb-p8068bmgbep1e4qo0tf5exhzg1w.png" size="10" isUploading="false" initialPath="assets/ewhrB-p8068bmGbep1e4qo0TF5exHZG_1w.png" githubPath="en/Communication in Profile/Messages and SMS/assets/ewhrB-p8068bmGbep1e4qo0TF5exHZG_1w.png" position="flex-start" width="18" height="18" darkWidth="18" darkHeight="18" showCaption="false"} | **Acknowledge All** – Mark all messages to and from this patient as **Acknowledged** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/KUSOAOTzzn4b5UrpAaEtQ_us8ypcz4hehn2mbedwimvfp9flpolvnc9q.png" size="10" isUploading="false" initialPath="assets/uS8ypCz4HEHn2mbeDWImvfp9FLpOLVNC9Q.png" githubPath="en/Communication in Profile/Messages and SMS/assets/uS8ypCz4HEHn2mbeDWImvfp9FLpOLVNC9Q.png" position="flex-start" width="18" height="18" darkWidth="18" darkHeight="18" showCaption="false"} | **Open Linked Appointment** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/S1fZzeH5fJkK1kcyenbM0_jwjhjv2fn05bn-dbzhutgmq1gvzsyzmgq.png" size="10" isUploading="false" initialPath="assets/jwjHjv2fn05bn_-dbZHUTGmq1GVzsYzMGQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/jwjHjv2fn05bn_-dbZHUTGmq1GVzsYzMGQ.png" position="flex-start" width="19" height="19" darkWidth="19" darkHeight="19" showCaption="false"} | **Open Linked Intervention** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MBzYb3OeOW0SzEP--PDdK_eeuyricitsd7knfpvxsnyx8bc9sf9h71w.png" size="10" isUploading="false" initialPath="assets/eEUyrICiTSd7knFpvXsNyX8bc9_SF9H71w.png" githubPath="en/Communication in Profile/Messages and SMS/assets/eEUyrICiTSd7knFpvXsNyX8bc9_SF9H71w.png" position="flex-start" width="14" height="17" darkWidth="14" darkHeight="17" showCaption="false"} | **Open Linked Result** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/wx9yMN8DPIx4tdINPqFKD_l8nkfa51gswm3zz9hfwr-tqztdkpdiaglq.png" size="10" isUploading="false" initialPath="assets/L8NkfA51gswm3ZZ9hfwr-TQZTDkPdiAgLQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/L8NkfA51gswm3ZZ9hfwr-TQZTDkPdiAgLQ.png" position="flex-start" width="20" height="20" darkWidth="20" darkHeight="20" showCaption="false"} | **Delete Duplicate Message** | | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Yb2Ulr2OaK0UZHIePzexO_svoq5dmcsjl9sej3n-gkm0kavtmbw9cfxa.png" size="10" isUploading="false" initialPath="assets/Svoq5DMcSjl9SEj3N-gkM0KaVtMBw9CfxA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/Svoq5DMcSjl9SEj3N-gkM0KaVtMBw9CfxA.png" position="flex-start" width="14" height="18" darkWidth="14" darkHeight="18" showCaption="false"} | **Refresh Messages** | In the filter for the view: - Messages has been added as a type of patient item and can be enabled or disabled ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dMUc9Nv-g2t6WF2GigaoF_rddmjrwmgd2wntk0ikr6dke-emov2xexa.png" size="33" isUploading="false" initialPath="assets/rDdMJrWmgD2WntK0iKr6dkE--EMoV2XEXA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/rDdMJrWmgD2WntK0iKr6dkE--EMoV2XEXA.png" position="flex-start" width="244" height="133" darkWidth="244" darkHeight="133" showCaption="false" indent="2"} - Item status can be selected. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/oviEZI_m4ePRZRnvvyJPC_sccg8jckogpoyc2a31l5opy9ry6dzskb0a.png" size="48" isUploading="false" initialPath="assets/SCCG8jcKOgPoyC2a31L5OPY9ry6DZSKB0A.png" githubPath="en/Communication in Profile/Messages and SMS/assets/SCCG8jcKOgPoyC2a31L5OPY9ry6DZSKB0A.png" position="flex-start" width="354" height="64" darkWidth="354" darkHeight="64" showCaption="false" indent="2"} - Message direction can be selected. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/cghi2Qt68Zbc7PlSgWmiD_bl7xhxq3fjkhoq1evlwoqpvf0hd4prdymw.png" size="52" isUploading="false" initialPath="assets/BL7XhXq3FJKHoQ1eVLWOqpvf0HD4PrDymw.png" githubPath="en/Communication in Profile/Messages and SMS/assets/BL7XhXq3FJKHoQ1eVLWOqpvf0HD4PrDymw.png" position="flex-start" width="385" height="64" darkWidth="385" darkHeight="64" showCaption="false" indent="2"} Two helpful filters to create are **All Unacknowledged Messages** and **All (Acknowledged) Inward Messages.** ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PUTrv7jG3YYygrr3XLF76_ezw3xmcwkndsz5wtheaybrgnh3wkng6eoa.png" size="71" isUploading="false" initialPath="assets/ezW3XmcwkNDsZ5wTheAybRGNH3WKnG6eOA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/ezW3XmcwkNDsZ5wTheAybRGNH3WKnG6eOA.png" position="flex-start" width="518" height="612" darkWidth="518" darkHeight="612" showCaption="false"} # Send Message button The ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5QlyUu7zXmgMe76rvLVYD_4iem6ftgcrib4yh8tq4pkxwxghbgbsb2a.png" size="10" isUploading="false" initialPath="assets/4ieM6ftGCrIB4yH8tQ4PkxWX_gHbGbSb2A.png" githubPath="en/Communication in Profile/Messages and SMS/assets/4ieM6ftGCrIB4yH8tQ4PkxWX_gHbGbSb2A.png" position="flex-start" width="74" height="34" darkWidth="74" darkHeight="34" showCaption="false"}  button/icon can be: | placed on the main toolbar | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/gFN2oe5jE-areC1_DfCw3_kvzcbg5srgtckqtlm2fq88ka-mpcyxywfg.png" size="31" isUploading="false" initialPath="assets/KVzCBG5SRgTckqTlm2FQ88ka-mpCyXYWFg.png" githubPath="en/Communication in Profile/Messages and SMS/assets/KVzCBG5SRgTckqTlm2FQ88ka-mpCyXYWFg.png" position="flex-start" width="225" height="33" darkWidth="225" darkHeight="33" showCaption="false"} | | --------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | accessed on the **Intervention List** toolbar | ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Kd887F_9zGRO45Q4KE6DH_lkwtss2cyq9vupy-ideopcjfgrkexqia.png" size="35" isUploading="false" initialPath="assets/LkwTSS2cyQ9VuPy--IDEO_pcJfgRKExqIA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/LkwTSS2cyQ9VuPy--IDEO_pcJfgRKExqIA.png" position="flex-start" width="259" height="81" darkWidth="259" darkHeight="81" showCaption="false"} | Pressing the **Send Message** button/icon will open the Select Patient for Send Message window to search for a patient or the Send Message to Patient window, if the patient is in context. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ZzfnHgSOy2ePIscIZROdQ_2cxt5q4xidhpis-hebdiqdsk2ekrk4ha.png" size="98" isUploading="false" initialPath="assets/_2cxt5q4_xIdhPIS-hEBdiqdSK2eKrk4HA.png" githubPath="en/Communication in Profile/Messages and SMS/assets/_2cxt5q4_xIdhPIS-hEBdiqdSK2eKrk4HA.png" position="flex-start" width="717" height="252" darkWidth="717" darkHeight="252" showCaption="false"} Type the message in the free text field and press ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/IaZ7hAJfXYe3PmTzHL4sZ_uxdx1wfqrea-2g7asywchp1qhwqvovzq.png" size="11" isUploading="false" initialPath="assets/uXdX1WFQ_rEA-2G7asywc_HP1QhWqVovZQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/uXdX1WFQ_rEA-2G7asywc_HP1QhWqVovZQ.png" position="flex-start" width="84" height="23" darkWidth="84" darkHeight="23" showCaption="false"}  to send a one-off message to the patient. If an Appointment, Intervention, or Result was open/selected when this button is pressed, the appropriate message template from the Internet Preferences will display and a link to the object will be referenced at the bottom of the window. Clicking on the link will remove it if it doesn’t relate to the message you desire to send. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/RnIfAdUicayw33IEQ0kel_ertal-elxfrgk9nqrjv3slvhiqcwqwgwqg.png" size="98" isUploading="false" initialPath="assets/ertaL-ELXfRGK9nqrjv3sLVhiQCWQWGwqg.png" githubPath="en/Communication in Profile/Messages and SMS/assets/ertaL-ELXfRGK9nqrjv3sLVhiQCWQWGwqg.png" position="flex-start" width="717" height="253" darkWidth="717" darkHeight="253" showCaption="false"} :::hint{type="info"} You can also link currently available objects by clicking .  This opens the Select an object to link window and the object can be selected from the options.  These links are for internal context only; they will not be included in the message to the patient. ::: ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/TeDP0SI1UWxKWaIEShXnY_t8bps93uccansc6sbf8wxsg6fx4w-fxqq.png" size="10" isUploading="false" initialPath="assets/t8BpS93Uc_CaNsc6sBF8Wxsg6fx4w-fxQQ.png" githubPath="en/Communication in Profile/Messages and SMS/assets/t8BpS93Uc_CaNsc6sBF8Wxsg6fx4w-fxQQ.png" position="flex-start" width="15" height="15" darkWidth="15" darkHeight="15" showCaption="false"} # Advanced Functionality with Macros There are a couple macro integrations into the new SMS functionality. This section is meant to identify the capabilities in Profile, rather than elaborate exactly how the macros should be written. ## Sending Messages by Macro Use the COM method Profile.SendPatientMessage to create **Message** objects and send them using the SMS service. This can be done on an automated schedule in conjunction with a **System Task** (**Organisation/System Tasks Explorer**) to automatically send messages to patients for whatever purpose.  ## Incoming Message Handler We have rewritten the **SMSHANDLER** macro as built-in code that will Confirm or Cancel upcoming appointments for which an outgoing appointment reminder SMS was sent.