Texting from the Homepage
Click one of the links below to learn how to text a single patient or send a mass text from the Yapi Leap homepage.
To text a patient from the homepage, follow the steps below.
From the Leap homepage, find the patient you want to text. If you're on today's schedule, you may need to navigate to the In Office or Checked Out tabs to find them.
Click the 3-dot icon
for the patient you want to text (at the end of their row).Select Text patient. You'll be directed to the Text tab on the patient's profile.
Type a message to the patient in the text box at the bottom of the page or click the Text Template icon
to use a pre-made template.Hit Enter or click the Send icon
to send the text.
Warning
If you send an appointment reminder via direct message and they confirm via text, their appointment won't automatically confirm in Eaglesoft like it would if sent by mass text or the automated Appointment Reminders system.
If you need to text multiple patients at once - for example, if you need to alert them to a parking change due to construction, let them know your office is closed because of bad weather, or ask them to reschedule when a provider is out sick - you can easily create a mass text from Yapi Leap's homepage. To text multiple patients from the homepage, follow the steps below.
Note
You can use the mass texting feature to manually remind patients about their appointment and they can confirm the appointment from your mass text if:
they use one of the Confirmation Responses in your Appointment Reminder settings, AND
they confirm any time between the appointment date and your time their first automated confirmation reminder is set to send.
This will confirm their closest future appointment.
From the Leap homepage, select the patients' appointment date from the date picker at the top or, if the patients' appointment is today, click Today.
Select all the patients you want to mass text by checking the boxes next to their names or if you want to text all the patients on the day's schedule, click Select All.
Note
If you're mass texting patients on today's schedule, you can only text patients who haven't arrived yet. Mass texting is not available in the In Office or Checked Out tabs.
Click Create Mass Text.
Type a message to the patient in the text box at the bottom of the page or click the Text Template icon
to use a pre-made template.Caution
We recommend keeping your messages short and sweet (160 characters or less) so they stay within a single text. (Some carriers like T-Mobile split longer texts into multiple messages.) Use the character counter in the bottom left corner of the text editor to guide you.
Click Send Mass Text. You'll be redirected to the homepage with a message at the top saying the mass text has been sent. You'll also have the option to view the text message.