Send important information from your messages with customers as a patient note in your practice management system.
The availability of this feature is dependent on your practice management software.
Currently, this feature is only available for those with Dentrix (G5, G6, G7, G22, G2), HVMS, VIA, Cornerstone, Avimark, Impromed, DaySmartVet, ProVet, Eaglesoft 18, and OpenDental.
Write Back a Text Message as a Patient Note
The patient must be a contact in your practice management system with the same phone number in order for writebacks to work.
- Open the message thread with the customer whose message you would like to write back
- Select the Ellipses icon in the top right corner
- Click the Text Writeback option
Check the boxes next to the messages you would like to write back
Note: MMS messages with an image or video will not write back to your practice management system. Emojis will write back but will only show if your system supports them.
- Select Send to PMS in the bottom right corner
- In the pop-up, select the radio button next to the name of the pet or client
- Click Submit
You will receive a pop-up to show the message was successfully written back to your practice management system. Select Close. The text message will show as an entry in the patient/clinical notes.
If the writeback is not successful, a pop-up will appear that says “We ran into a problem.” From here, you may retry the process.
You can quickly check whether a writeback was successful by hovering over the icon in the bottom corner of the message.
The icon will show green if successful and display “Message successfully sent to [your practice management system].” A red icon displays “Message failed to send to [your practice management system]” if the writeback was unsuccessful.