• Trigger: sent to the patient after investigator creates a case to monitor patient’s progress (if the SMS option is on)
• Customization: either system SMS or customized at the protocol version level for each circle/customer  
• List of Fields supported: Dr First Name, Dr Last Name, Credentials, Link, Team Name

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Customizing “Invite Patient” SMS template

1. Navigate to the Protocols and switch to the required custom modification

2. On the left, select Patient Communication  

3. Select InvitePatientSMS in the dropdown list (and define the required language)

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4. On the left, you’ll find a customizable field “Message” where you are to insert the required text. Below this field, there is identical default field “Default Message” where you can take the text as an example.

Default Message below the customizable Message field is there only for the reference and CAN’T be changed.

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Current Default Invite Patient SMS template (for reference):                                  

{{TeamName}} invites you to create an account on Benchmarc.  We use this free app to securely measure your health progress before and after your upcoming treatment. Please click the personal URL below to get started. It should only take a few minutes.

{{Link}}

Dynamic fields (text in the curly braces) pull the indicated in the curly braces info from the client's profile. The dynamic fields that can be used in the particular template are displayed above the template in the "List of fields". To use any of them, copy the required text from the List of fields and paste it in the curly braces. Each dynamic field must be inserted in the separate curly braces.

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5. Add the required text to the template and click SAVE.  

6. To add an SMS in other languages, select the required language in the list and repeat the manipulations.

Fields in the curly braces always stay in English!!!!  

7. After saving the template, it’s strongly recommended to send a test SMS to check if everything looks well and doesn’t require any changes to be applied. To send a test SMS:  

8. Click SEND SMS at the top right of the screen  

9. Enter your mobile phone number and click SEND  

Belarusian numbers are not supported by our app but you can use online SMS services to get a test SMS