How to Send a Dialer Text

You can now send stand-alone HIPAA-secure texts to your patients. To see how the feature works, follow the steps below.

If you are looking for a post-call texting overview, you may find this article helpful:

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

Article Contents

Mobile App

How To Send A Text on the App

How to Create a New Text Template on the App

How to Disable a Sent Text On The App

Desktop

How to Send A Text on Desktop

How to Create a New Text Template on Desktop

How to Disable a Sent Text on Desktop

What Your Patient Will See When Receiving the Text

FAQ's

 

How To Send A Text on the App

  • Enter the recipient’s phone number on the Dialer dial pad.
  • Tap the green Text button (located in the bottom-left corner of the dial pad)
  • Compose your message:

    • On iOS: You will be taken directly to the text composition screen.
    • On Android: Tap the blue Send Text button in the bottom-right corner to compose your message.
  • To attach a file, tap the paper clip icon
  • You can send texts to up to 12 patients at a time.

Allowing a One-Time Patient Reply

  • If you would like to allow patients to send a one-time reply to your message, toggle on Allow one-time reply and select a reply window between 1–24 hours.

Sending Your Message

  •  Send your message. Once your message is ready:
    • On iOS: Tap the blue arrow in the bottom-right corner.
    • On Android: Tap the blue arrow in the upper-right corner.

NOTE: Patient replies must be reviewed within 7 days of receiving them.

 

How to Create a New Text Template on the App

  • Navigate to the Dialer tab in the Doximity app
  • Tap on the Dialer tab, then tap on the Settings icon

       iOS users - Settings icon is located in the top left of the Dialer page

       Android users - Settings icon is located in the upper right-hand corner

  • Tap on Texts or Text settings
    • NOTE: On Android, you will need to tap on 'Text templates'
  • Tap Create custom template or Add custom template

NOTE: Make sure to add a template name, or you won't be able to save the custom template.

  • When you’re done creating your template, tap the checkmark in the upper-right corner to save your changes

 

How to Disable a Sent Text on The App

  • Navigate to the Dialer tab in the Doximity app
  • Tap on the History tab or Clock icon in the upper right-hand corner
  • Tap on the Text tab
  • Tap the text preview to open the full message thread, then press and hold the message you want to unsend

  • Next, tap on the Unsend button
    • Once completed, the message will display as Unsent in your Dialer Text History
  • When the patient clicks the link in the received text, they will see the following message:

"This message has expired. Please call the office for more information."

 

How to Send A Text on the Doximity Website (Desktop)

  • On your computer, go to doximity.com/dialer/home 
  • Enter your patient’s phone number
  • Click the green Text icon
  • A message box will appear. From here, you can write a custom message or personalize one of the available text templates.

Additional Text Options

  • To send the same message to multiple patients, click Add more recipients and enter the additional phone numbers.
    • You can send texts to up to 12 patients at a time.
  • To attach a file, click Add attachment beneath the message box.
  • To allow the patient to submit a one-time reply, toggle on Allow one-time reply within 24h.
  • To schedule the text for later, click Send Now and choose your desired send time.

Sending Your Message

  • Once your message is finalized, click the blue Send button.

 

How to Create a New Text Template on Desktop

  • On the Doximity website, go to the Dialer tab on the left side of the screen
  • Click Settings, located in the bottom-left corner of the screen
  • Scroll down to the Your Text Templates section
  • Click the gray Plus button to create a new template
    • Enter a template name and add your custom message
    • Click Save to create your new template

NOTE: Make sure to add a template name, or you won't be able to save the custom template.

Editing an Existing Template

  • You can edit a saved template at any time by clicking the gray Pencil button next to the template you would like to update

 

How to Disable a Sent Text on the Doximity Website (Desktop)

  • Click on the Dialer tab on the left side of the screen
  • Under the Dialer tab, you’ll see the options VideoVoice, and Text
    • Select Text to view your message history.
  • On the left side of the page, select the text message you wish to unsend in your message history.
    • Click on the text preview to open the full message thread
  • Hover your mouse over the body of the text message you want to cancel until you see two icons appear to the left of the message. 
    • Select the Unsend icon (left-pointing arrow) to cancel the text.

  • When prompted, click on the Cancel Text button to confirm
    • Once completed, the message will display as Cancelled in your Dialer Text History

NOTE: You will need to refresh the page to see the status change from Delivered to Cancelled.

  • When the patient clicks the link in the received text, they will see the following message:

"This message has expired. Please contact your provider for more information."

 

What Your Patient Will See When Receiving the Text

  • Your patient will receive a text message with a link to view the secure message.

              

  • Text messages can be viewed by patients up to 5 times before they expire
  • For the first hour, patients will be able to automatically view text messages by tapping on the link they receive
  • After 1 hour, patients will be required to enter the last four digits of their phone number in order to view the text message
  • If the patient incorrectly enters the last four digits of their phone number more than 5 times, the text message will automatically expire

NOTE: All messages will expire after 7 days.

  • Patients can also tap on the Translate button to view their texts in a different language.

  • Tapping Translate will display a list of all available translation languages in a drop-down menu.

 

One-time Reply Text Message

Enabling this option allows patients to send a one-time reply to your text message.

After submitting their reply, the patient will see the following message

NOTE: Replies are limited to a single response and are available for 1–24 hours, depending on your one-time reply text message settings.

 

 

FAQ's

1) Can I customize the text I send? 

Yes. You can compose a custom message or personalize one of our prebuilt templates.

2) Is there a way to see if my patient has read my text?

Yes, once your patient reads your text message, you can view your text history when a text has been delivered, failed to send, or read by the patient. To learn how to view your text history, click this link HERE.

 


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