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- Click the Practice tab.
- Expand the Administrative tab.
- Expand the Notification Center tab, and then click the SMS Service Providers tab.
- Click Add SMS Provider.
- Enter the provider name, and then click Save.
The provider is added to the table.
Add an SMS Account
Add the details for an account that is used to send SMS messages.
- Click the Practice tab.
- Expand the Administrative tab.
- Expand the Notification Center tab, and then click the SMS Service Providers Authentication Settings tab.
- Click the Add Account button.
- Select the SMS provider that your organization uses to provide messaging services.
- Select the account type:
- Select DrCloudEHR to send OTP messages to users attempting to log in to the application.
- Select Client to send all other messages.
- Enter the security identifier and security token provided by the SMS provider.
- Enter the phone number that messages are sent from. This value is also provided by the SMS provider.
- Click Save.
Edit or Create Text Message Templates
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- Click the Practice tab.
- Expand the Administrative tab.
- Expand the Notification Center tab, and then click the Notification Templates tab.
- Click the Edit icon in the Action column to edit an existing template, or click Add Template to create a new template.
- Enter a name for the template.
- Start typing your message in the Body field. To include a keyword in the text, select the keyword from the Keywords menu.
- Click Save.
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