Skip to content
Log inSign up
Templates
Create patient message records from incoming SMS in CRM

Create patient message records from incoming SMS in CRM

Your inbound patient texts aren't logged in the CRM, leaving clinicians without message history for triage and follow-up. Log messages to patient records and alert care staff for long messages same day.

Create patient message records from incoming SMS in CRM

Overview

Inbound patient texts often arrive outside the chart, forcing clinicians to hunt for context and delaying triage. This flow captures each SMS to the patient record and flags long messages to clinicians so care teams can respond within minutes.

Create patient message records from incoming SMS in CRM