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SMS & reports

Patient messaging and operational reports in Desk Clinic.

SMS

SMS (/dashboard/organization/sms) is for text messaging where your organization has enabled it and complies with applicable rules (consent, opt-out, healthcare messaging regulations in your region).

  • Use templates and workflows your admin configured.
  • Always follow your clinic’s policies for patient communication.

SMS must be used in line with local law and carrier/policy requirements. Your organization is responsible for consent and content.

Reports

Reports (/dashboard/organization/reports) surfaces operational and clinical-style summaries your plan exposes—use them for day-to-day review, handoffs, or audits as appropriate.

Exact report types change as the product evolves; open the page in-app for the current list.

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