How to Send a Dialer Post-Call Text for the Desktop

Dialer post-call texts allow you to send a no-reply text message to your patient after a Dialer Voice or Video call from the Doximity website.

You can use post-call texts to send follow-up information, ask the patient to reschedule, or send a quick message after a missed call.

Important Notes

  • Post-call texts are no-reply text messages.
  • Post-call texts are available after Dialer Voice and Video calls on desktop.
  • You can send a post-call text whether the patient joined the call or missed the call.
  • You can create custom templates for messages you send frequently.

Sending a Post-Call Text After a Patient Joins the Call

To send a post-call text after a completed Dialer call:

  • Start a Dialer Voice or Video call from the Doximity website on your computer.
  • Complete your call with the patient.
  • End the Voice or Video call.
  • On the call summary screen, click Send Follow-Up Text.
  • From the Texts menu, compose your own message or select one of the available pre-written templates.
  • After selecting a template, you will see a preview of the message. You can edit the text before sending it.

  • When you are ready to send the message, click Send Text.

Available pre-written templates include:

  • I’ll try again soon
  • Please reschedule
  • Schedule follow-up
  • Thank you note

You can also choose to:

  • Send this text to more patients
  • Allow one-time reply
  • Schedule for later

Sending a Post-Call Text if the Patient Does Not Join

If your patient does not join your Dialer Voice or Video call, you can still send a post-call text after ending the call.

To send a text after a missed call:

  • End the Dialer Voice or Video call.
  • Click Send Follow-Up Text on the call summary screen.
  • Compose your message or select one of the available templates.
  • Edit the message as needed.
  • Click Send Text when you are ready to send it.

Creating a Custom Text Template

If you frequently send the same message to patients, you can save it as a template.

To create a custom template:

  • Under Your Text Templates, click the gray + Plus button.
  • Add a name for your template.
  • Enter the message you would like to save.
  • Save your template.

Once saved, your custom template will appear as an available text option after future Dialer calls.

You can manage your templates from Dialer settings by clicking Settings (located in the bottom-left corner of the screen) from the Dialer tab.

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Can I See if My Patient Has Read My Text?

Yes. Once your patient reads your text message, you will receive a notification if notifications are enabled.

Please note: Enabling notifications will turn on notifications for all Doximity features. At this time, there is not a separate notification setting for Dialer texting only.

You can also view your text history to see whether a text message was:

  • Delivered
  • Failed to send
  • Read by the patient
  • Unsent
  • Replied (For one-time reply enabled text messages only)

To learn how to view your text history, click HERE.

 


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