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How to Invite New Patients Using Email and SMS

Inviting your patients to Healthera by email or SMS sends them a secure invite link tied directly to your pharmacy. Once they sign up via the link, they're nominated to you. This guide walks you through both invite methods.

Written by Jade

Before you start

  • Email invites are free.

  • SMS invites cost £0.05 each when sent individually. If you're sending a multi-text (bulk) invite, Healthera covers the cost for you.

  • After a patient signs up via the secure link, they'll appear at the top of your patient list, ready for ordering and bookings.

  • You can see how many invites you've sent (email vs. text) at the top right of the Patients page.


Step 1 — Open the Patients page

  1. Click the Patients tab in the left-hand menu.

  2. Click Invites in the top right of the Patients page.

  3. Choose your invite method from the list:

    • Email Invite

    • Text Invite


Sending an Email Invite

When you select Email Invite, a pop-up will appear titled "Invite My Patient by Email".

1. Enter the patient's first name

Click into the First name field and type the patient's first name (e.g. "Jade").

2. Enter the patient's last name

Click into the Last name field and type the patient's last name (e.g. "Test").

3. Enter the patient's email address

Click into the Email address field and type the patient's email (e.g. "jade.wilton+testing@healthera.co.uk").

4. Send the invite

Once you're happy the details are correct, click Invite Patient.

ℹ️ By clicking Invite Patient, you confirm that the patient has given consent for you to use their email address.

What happens next

The patient receives an email letting them know you're using a new system, with their unique secure link. Once they sign up via the link, they'll appear at the top of your patient list.


Sending a Text (SMS) Invite

When you select Text Invite from the Invites menu, a pop-up will appear titled "Invite My Patient by Text".

💡 Cost reminder: Individual text invites cost £0.05 each. Multi-text (bulk) invites are covered by Healthera at no charge to you.

1. Enter the patient's first name

Click into the First name field and type the patient's first name (e.g. "Jade").

2. Enter the patient's last name

Click into the Last name field and type the patient's last name (e.g. "Test").

3. Enter the patient's phone number

Click into the Phone number field and type the patient's mobile number (e.g. "07788991122").

4. Send the invite

Once you're happy the details are correct, click Invite Patient.

ℹ️ By clicking Invite Patient, you confirm that the patient has given consent for you to use their contact number.

What happens next

The patient receives a text message with their unique secure invite link. Once they sign up via the link, they'll appear at the top of your patient list.


Why inviting matters

The secure invite link ties the patient to your pharmacy at sign-up. Without it, patients can occasionally end up nominating to a different pharmacy by mistake when they sign up to Healthera independently. Sending invites is the safest way to make sure your patients land with you.


Need help?

You can follow the steps below, or use this link:

If you have any questions about inviting patients or sending bulk invites, please contact the Healthera support team.

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