Send and receive SMS text chat
Purpose: Chat with patients by SMS from inside the call record.
Steps
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Open the call and locate the chat box on the right side of the screen.
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Type your message in the “Type your message” field.
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Click the send icon to send an SMS.
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When the patient replies, messages appear live in the same thread.
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Click any image in the thread to view or download it.
What you will see on this page
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Message bubbles with timestamps.
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Buttons for Write with AI and Templates.
Tips and good practice
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Patients can send pictures such as insurance cards. Phone Copilot can parse common IDs to help with data entry.