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YAPI Help Center

Texting a Patient from Search Results

You can easily text your patients right from your search results in the Patient Finder by following the steps below.

  1. On the Patient Finder page, search for your patient. In your search results, click on the 3-dot icon 3-dot icon. for the patient you want to text (at the end of their row).

  2. Select Send text message.

  3. Type a message to the patient in the text box at the bottom of the page or click the Text Template icon Text template icon. to use a pre-made template.

    Caution

    Always keep the texts short and sweet!  Some phone carriers limit the number of characters per text and split texts longer than 160 characters into multiple messages. If you add a link to the end of your text, this split can break your link and we wouldn't want that!

  4. Hit Enter or click the Send icon 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 Open Dental like it would if sent by mass text or the automated Appointment Reminders system.