Knowledgebase Article
Category: Training | Module: OfficePro | Created: 5/28/2025 | Last Updated: 10/8/2026
OfficePro offers integrated SMS communication so you can efficiently stay in touch with your patients directly through the platform. This guide explains how to access and use the SMS features to manage conversations and respond to patient messages with ease.
You can open the SMS Conversations window in one of two ways:
From the Footer:
Click on the Comments icon located in the footer of the OfficePro service.
A red number on the icon shows how many conversations are waiting on a reply. The same number appears in the box beside Msgs at the top of the page. Click that box to open the window showing only those conversations.
From the Tools Menu:
Click on the Tools Menu in the top navigation.
Select SMS Admin.
Both options will bring you to the central SMS Conversations interface.
Once you're in the SMS Conversations window:
You’ll see a list of all ongoing conversations sorted by most recent activity.
Click Unread to show only the conversations waiting on a reply; the number on the button is the same count shown on the Comments icon. A conversation comes off the count as soon as it is opened.
Each conversation represents a phone number, and OfficePro will show each patient record associated with that number.
This is especially useful when family members or shared lines are used — all linked patient records will be clearly visible.
To continue or start a conversation:
Click on any conversation in the list to open the message thread.
You can view the full message history and send replies directly from the window.
All sent and received messages are securely logged and time-stamped for your records.
Messages are stored per phone number — always verify the correct patient from the list when messaging a shared number.
You can use SMS to confirm appointments, send reminders, or follow up with patients — just like email, but faster and more direct.