OP Notify: Text Notification Event

Version 14.19

This content is part of the OP Notify Training Program.

Note: The On Demand Notification Event must be created before creating the Text event.

The Event page is followed by the Delivery Rule page and the Text page (when Text is selected as the delivery method). After the Event page has been completed and the Next button has been selected, the Delivery Rule page appears. You will select your notification method as text settings on the Delivery Rule page. Once the Delivery Rules are complete and the Next button has been selected, the Text page appears. You will create your text message on the text page.

Text Delivery Rule

After the Delivery Rule page appears, complete the Delivery Rule information:

  1. Verify the Active slide is set to ON. It is best practice to set Active to ON because On Demand messages are typically sent immediately after they are created.
  2. Click the drop-down arrow for Method and select Text.

  1. Click the Next button to proceed to the Call information page.

Text Message

After the Text page appears, create the text message:

  1. Type the message for the On Demand Notification in the Text field. Use tokens in the Text field to personalize the message. To use a token:
  1. Locate the area of your message where you want to enter a personalized item (example a patient's first name) and place your cursor. The cursor location will indicate where the token will be placed in the message.
  2. Select the Insert Token drop-down.
  3. Select the token item that you want to enter into the message.

  1. (Optional) Click the Add Opt Out Disclaimer button. This will allow a patient to opt out of the text message notification. However, if the patient wants to be added back to the notification, see Adding a Patient to the Notification Message after the Patient Opts Out below.
  2. (Optional) Enable text message in Spanish:
  1. Click the Spanish tab. Clicking the Spanish tab displays the Active button.
  2. Click the Active button to indicate that Spanish is set to On.
  3. Enter the Spanish translation in the Text message field.
  1. (Optional) Send a test text:
  1. Enter a phone number to view an example of the message in the Enter Phone Number field. This phone number can be your number or a staff cell phone number.


  1. Click the Test Individual Text button. The message will be sent.
  1. Click the Send button when complete.

Adding a Patient to the Notification Message after the Patient Opts Out

If a patient wants to receive notifications after opting out of a notification message, the patient will need to contact the practice. The office would then need to return the patient to the notification recipients list:

  1. Select Patient Administration.
  2. Search for and select the Patient.
  3. Select Notifications.

  1. In the Campaign Type field look for the notification where the patient opted out.
  2. You will see an X in the text column for the notification where the patient opted out. Click the X and place a checkmark under Text for the desired notification.

  1. Click the Save button.
Version 14.10
 WARNING: This information is intended only for clients currently in the implementation or production phase with OP Notify functionality.


The On Demand Notification Event must be created before creating the Text event.

The Event page is followed by the Delivery Rule page and the Text page (when Text is selected as the delivery method). After the Event page has been completed and the Next button has been selected, the Delivery Rule page appears. You will select your notification method as text settings on the Delivery Rule page. Once the Delivery Rules are complete and the Next button has been selected, the Text page appears. You will create your text message on the text page.

Text Delivery Rule

After the Delivery Rule page appears, complete the Delivery Rule information:

  1. Verify the Active slide is set to ON. It is best practice to set Active to ON because On Demand messages are typically sent immediately after they are created.
  2. Click the dropdown arrow for Method and select Text.

  1. Click the Next button to proceed to the Call information page.

Text Message

After the Text page appears, create the text message:

  1. Type the message for the appointment notification in the Text field. This field will be the text sent to the patient. Use tokens in the Text field to personalize the message. To use a token:
  1. Locate the area of your message where you want to enter a personalized item (example a patient's first name) and place your cursor. The cursor location will indicate where the token will be placed in the message.
  2. Select the Insert Token dropdown.
  3. Select the token item that you want to enter into the message.

  1. (Option) Click the Add Opt Out Disclaimer button. This will allow a patient to opt out of the text message notification. However, if the patient wants to be added back to the notification, see Adding a Patient to the Notification Message after the Patient Opts Out below.
  2. (Option) Send a test text:
  1. Enter a phone number to view an example of the message in the Enter Phone Number field. This phone number can be your number or a staff cell phone number.


  1. Click the Test button. The message will be sent.
  1. Click the Save button when complete.

Adding a Patient to the Notification Message after the Patient Opts Out

If a patient wants to receive notifications after opting out of a notification message, the patient will need to contact the practice. The office would then need to return the patient to the notification recipients list:

  1. Select Patient Administration.
  2. Search for and select the Patient.
  3. Select Notifications.

  1. In the Campaign Type field look for the notification where the patient opted out.
  2. You will see an X in the text column for the notification where the patient opted out. Click the X and place a checkmark under Text for the desired notification.

  1. Click the Save button.
Version 14.8

OP Notify was implemented in Version 14.9.