SMS Settings

Important - SMS Messaging is included in Pharmacy Manager as part of a phased rollout, which means it is not available immediately for all pharmacies. Contact your Account Manager if you are interested in implementing SMS Messaging; email CRX-CustomerSuccess@cegedimrx.co.uk.

SMS Messaging has various settings that can be adjusted to tailor the functionality to your business. When activated it is used to alert a patient that their prescription is ready to collect. This topic guides you through the process of setting up and using SMS Messaging, after your SMS order is processed.

Activating SMS

To activate SMS Messaging from the SMS screen:

  1. From the Pharmacy Manager Toolbar, select, select Tools - Settings. The Settings screen displays.

  2. Select SMS. The SMS screen displays.

  3. From the Activation section, select the SMS Messaging toggle to activate SMS.

  4. When activated, the Automatically send SMS upon Scan to Shelf option displays and activates by default.

    Select the toggle to deactivate it if you do not want to send SMS messages upon scanning to shelf.

If you have made updates, select SAVE CHANGES to update your settings.

Messaging

Note - The Messaging section only displays when SMS Messaging is active.

Use the Messaging section to compose a generic message to send to patients when their prescription is ready to collect:

  1. In the Collection Message section, type the message you want to send to patients when their prescription is ready to collect.

    Training Tip - The default auto-populated message is 'Your prescription is ready to collect from {Pharmacy Name}' with {Pharmacy Name} pulled from Tools - Settings - Pharmacy Details - Pharmacy Name. You can customise the Collection Message if needed, but it must not exceed 160 characters.

If you have made updates, select SAVE CHANGES to update your settings.

SMS Exclusions

Note - The Exclusions section only displays when SMS Messaging is active.

The Exclusions section enables your pharmacy to exclude certain patient types from receiving SMS messages when their prescription is ready to collect, for example, patients who have their prescriptions delivered.

To exclude a patient type from receiving a message:

  1. Select a patient type from the available list:

    • App Patients

    • MDS Patients

    • MDSC

    • Delivery Patients

    • Robot Collection

If you have made updates, select SAVE CHANGES to update your settings.

Note - Any patients that are either under 18 years old, marked as deleted or deceased, or do not have a mobile number are excluded by default.

Message Send Hours

Note - The Message Send Hours section only displays when SMS Messaging is active.

SMS messages will be sent during the default hours of Monday to Sunday between 9am and 5pm unless you want to change this.

To change the times that you want to send collection messages to your patients:

  1. Select Custom Hours. A week template displays.

  2. Below the Day of the Week column header, tick the days you want to send SMS messages on.

  3. Select a Start Time and an End Time for each day.

If you have made updates, select SAVE CHANGES to update your settings.

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.