Who this is for: All Barti users.
Barti Messaging Center - Video Walkthrough (3 min)
What's in the Messaging/Communication Center
Messages — Conversations & Inquiries. Conversations are texts sent to and received from known numbers. Inquiries are messages that are from unknown numbers.
Scheduled — record of all scheduled messages past and future.
Templates — saved templates for common outgoing messages like intake forms, appointment reminders, and custom communications.
Recall Messages — record of all recall messages from exams.
Send a message to a patient
Under Communication > Messages, click + New Chat.
Select or search for the patient.
Type your message or select a message template.
Click Create New Message.
Create or edit a message template
Navigate to Communication > Templates.
Click New template.
Enter a template title and message body (up to 320 characters).
To edit an existing template, click on the three dot menu to the far right hand side of the template, and click Edit.
Click Create New Template.
What you'll see when it works
Sent messages appear in the patient's Messages tab in their profile. Scheduled messages appear in the Scheduled view until they send, then move to the patient's message history.
Troubleshooting
A patient replied to a message — where does it appear?
Replies appear in Messages in the Communication Center. A red badge notification will tell you how many unread messages you have. You can also filter by Unread by clicking the status from the dropdown at the top of the page. You can also view the reply under the Messages tab of their patient profile.
I scheduled a message but need to cancel it — can I?
Yes! Follow Communication > Scheduled; then find the message and click on the three dot menu to the right, and select Delete.
A patient says they didn't receive my message — what should I check?
Check the Messages tab on their patient profile first. Verify the number is correct under the Patient Information tab. Verify it's a mobile number instead of a landline. If everything looks correct, you can contact Support and we can investigate the issue further.