SMS Setup - One-off

This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.

The following is done once and typically will not need to be changed.

1. Enter settings for Message Media

CareRight only supports SMS sending via Sinch MessageMedia. You need an account with Sinch MessageMedia. To set this up please contact Michael Moses and let him know you are using Clintel CareRight to qualify for our special rates.

Michael Moses - Message Media
Phone: +61 3 9945 4238
email: michael.moses@messagemedia.com.au

Once you have your account details you need to enter them in CareRight:

1. Go to Administration.
2. Click Global Settings.
3. Complete the following:
   1. Message Media SMS Username: your Sinch MessageMedia username (e.g. Clintel Hospital 99) → Click Change to save
   2. Message Media SMS Password: your Sinch MessageMedia password (e.g. ttfredf444) → Click Change to save

2. Set "SMS From" Details in Locations

You need to specify the SMS From name for each Location.

1. Go to Administration.
2. Click Locations.
3. For the location you wish to send SMS from, click the name.
4. Click Edit.

5. Correspondence	Description
   Email from	What email address should messages from this location appear from? CareRight does not support the receiving of email replies. So, this can be a no-reply email address or replies can be routed to a specific email inbox.
   SMS from	Who should SMS messages sent from this location appear from? Please Note: Location must be selected if there are workflow associated with Assessments/Form. For example: Assessments to send Recalls > SMS is sent to clients when an assessment is completed.
   Health Provider Index Facility Code
   Override Medical-Objects Endpoint

6. Ensure:
   1. SMS From: Is not blank - can be Location Name e.g. ClintelClinic
7. Click Update Location.

 If your Sinch MessageMedia Account supports it, SMS messages will appear from this name instead of a mobile number.

3. Set permissions

In order for a user to be able to send a SMS message, they need to have the correct permissions. Permissions are broken down into the following for SMS:

Ensure users have the correct permissions assigned to them.

4. Set Appointment Status conditions

An appointment status indicates what state the appointment booking currently is in. For example, when first created, an appointment usually is set to "Booked". Most of the SMS functionality is centred around notifications related to appointment statuses. Each status, needs to be associated with one of the following conditions:.

• Completed
• Cancelled
• Confirmed
• Unconfirmed

An example list of configured appointment statuses might be:

Additionally each appointment can be considered either active or inactive. Appointments in the conditions Cancelled or Completed are considered inactive. All other conditions are active.

The SMS system is driven by the appointment condition and not by the specific appointment status.

For example, when replying 'Y' to an Appointment SMS reminder, you can instruct CareRight to only change the booking status to "Confirmed - SMS" if the appointment is currently in an Active state (e.g. not cancelled orcompleted).

5. Setting Appointment Status Conditions

1. Click Administration.
2. Click Appointments
3. Click Appointment Status.
4. For each Appointment Status, click Edit.
5. Select the Condition from the list.
6. Click Update Appointment Status.