Using the SMS Messaging Features in OfficePro

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.

? Accessing the SMS Conversations Window

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.

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.

? Managing Conversations

Once you're in the SMS Conversations window:

You’ll see a list of all ongoing conversations sorted by most recent activity.

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.

?️ Communicating with Patients

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.

✅ Helpful Tips

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.