How do I send a text message to a client or caregiver from the office?

On the Communication page choose New text, pick clients or caregivers (your staff or employees), write one message and send; the number comes from each record, every text is logged, and a text provider must be connected in Settings.

Quick answer1 min readUpdated for AveeCare
Short answer

Open Communication and choose New text. Pick the Clients or Caregivers tab, tick the people (or Select all shown), write your message and choose Send. We use the mobile number on each person's record and show a result for each person. Every text is added to the Communication log. Your agency needs a text-message provider connected in Settings first.

Step by step

  1. Open Communication and choose New text.
  2. Pick the Clients or Caregivers tab. Search by name if the list is long.
  3. Tick each person, or choose Select all shown.
  4. Write the message. The counter shows how many characters you have used.
  5. Choose Send. The result lists anyone who was skipped or could not be sent, with the reason.

Good to know

  • Up to 50 people and 1,000 characters in one send. A message over 160 characters goes as linked texts, and the modal tells you.
  • The number comes from the record. It uses the mobile number first. A person with no usable number is skipped, and everyone else still gets the text.
  • Sending the same text twice to the same person within three minutes skips the repeat, so a second press does not text them twice.
  • A person who replied STOP shows as not sent, with a reason. Nothing goes to them.
  • Send only. Replies go to your agency's number at your provider. They show in Communication only if your provider forwards them.
  • Texts are not private. Leave out diagnoses and other health details.
  • Who can send? Office users. Caregivers and clients cannot.

Keep going

How does texting (SMS) work, what does it cost, and how do I connect Twilio?

Pay-as-you-go texting through your own provider (AveeCare does not charge for texts): connect Twilio, Telnyx, Plivo, Vonage, TextBelt or Email-to-SMS in Settings, Communications.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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