Starting a New Conversation

Last updated: July 22, 2026

You can open a new patient conversation any time — for example to reach out about an overdue hygiene visit or confirm an appointment.

Steps

In Comms → Messages, click New Conversation (the pencil button above the conversation list).
Choose a Workflow — pick the context for this outreach, such as Hygiene Recare or Appointment Confirmation. This tailors the available scripts.
Select the patient — start typing the patient's name and choose them from the list.
Confirm the phone number — the patient's number is pre-filled; confirm it's the right mobile number to text.
Choose a Message Script — pick the message that will be sent as the first text. The Preview pane on the right shows exactly what the patient will receive, with their name, appointment, and other details merged in.
Click Start Conversation to send the first message and open the thread.

💡 Tip: The Preview always reflects the real merged message, so you can double-check names and appointment details before anything sends.