Text Messaging Mailbox

In the Main Toolbar, click the Text dropdown. Select an option.

Outgoing and incoming Text Messages can be viewed in the text messaging inbox. From here users can also reply, block numbers, and attach messages to patients.

Up to 100 messages display at a time. When there are more than 100 messages, use the navigation arrows above the grid to scroll through pages. Bold messages indicate unread messages. Click on a row to view the conversation thread on the right.

Group Messages By:

To filter results, select a filter option then click Refresh to update.

Right-click on a text message for other options. The options are only available when None is selected under Group Messages By.

If a message has a failed status, see Integrated Texting Troubleshooting to troubleshoot why.

Attach Messages to Patients

Messages are automatically linked to a patient when phone numbers are an exact match.

To manually attach a message to a patient:

  1. Set Group Messages By to None.
  2. Right-click on the text message.
  3. Click Change Pat.
  4. The Select Patient window will open. Choose the patient to attach to the text message.
  5. Click OK.

Block a Number

To block incoming text messages from a specific mobile number:

  1. Set Group Messages By to None.
  2. Right-click on the text message.
  3. Click Block Number.

The sender will see the text message as delivered, but it will not appear in Open Dental. Blocked messages cannot be recovered.

Reply to a Text Message

To quickly send a text message in response to a received message:

  1. Highlight the message.
  2. Enter the text message in the text box on the lower right.
  3. Click Send.

If the monthly texting limit is reached, users will be prompted to increase the limit. See SMS Warning Amount.