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How to Start a Chat conversation with a patient
How to Start a Chat conversation with a patient

Learn how to send a text message to a patient, or manually send a missed appointment reminder

Carmen Mick avatar
Written by Carmen Mick
Updated over a week ago

Pre-requisites to sending a text message using CareCru -

1. The patient has a file in the practice management software

2. There is a valid cellphone number in the patient's file

A step-by-step guide to sending a text -

1. In CareCru Go to the Chat section by clicking on the Chat bubble icon

2. At the Search box, type the patient’s name (or copy and paste it in), then select the profile name tag that appears. This will open that patient's chat conversation page

3. Type in the message you want to send>Click "Send"

4. Any responses from the patient will be seen in the same chat conversation window

Demo video of how to start/ send a text message -

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