# SMS

**SMS** integration connects **Unite EMR** to an **SMS provider**. After configuration, the system sends appointment notifications, confirmations, reminders, reschedules, and thank-you messages in real time.

{% hint style="info" %}

1. Receive the required credentials from your SMS provider (for example, **Elitbuzz** or **Brandmaster**) before you begin configuration. 
2. After setup, use the [**SMS Tracker**](/uniteemr/master-modules/sms-tracker.md) screen to monitor sent messages.
   {% endhint %}

***

### Prerequisites for SMS setup

Before starting SMS integration, confirm these requirements:

* An active SMS provider account, such as **Elitbuzz** or **Brandmaster**.
* API credentials, including **User ID**, **Password**, **Token**, and **Sender ID**.
* Permission to manage message settings in the SMS provider dashboard.

***

### **Steps to set up SMS integration**

* Open the **Integrations (Home > Setup > Integrations)** screen. In the left panel, select **SMS**.
* Click the **GET STARTED** button.\
  \&#xNAN;***Note:** This button appears only during initial setup.*
* Select the required **SMS provider** (for example, **Elitbuzz** or **Brandmaster**).

  <figure><img src="/files/5lCMMTp1cbVt2mp0fj2O" alt=""><figcaption></figcaption></figure>
* Enter the provider credentials: **User ID**, **Password**, **Sender ID**, and **Token**. Click **SAVE**.

  <figure><img src="/files/lpuyaaNCSfpRzte34cQi" alt=""><figcaption></figcaption></figure>
* Verify that the **Clinic Configuration** section appears, showing each clinic as a card with its status.
* Open the **Account** dropdown for the required clinic.

  <figure><img src="/files/XBbpVfdA4GRONA0uFYc2" alt="" width="233"><figcaption></figcaption></figure>
* Select an existing SMS account or click **ADD ACCOUNT** to create a new one.
* Click **SAVE**.

***

### **Steps to edit SMS integration setup**

* Open the **Integrations (Home > Setup > Integrations)** screen. In the left panel, select **SMS**.
* Click the **Edit** icon on the clinic card after configuration.

  <figure><img src="/files/f9WbcXAb2kNjPRxUPATO" alt=""><figcaption></figcaption></figure>
* Manage the following settings:
  * [Birthday Wishes](#id-1.-birthday-wishes)
  * [Reminder configuration](#id-2.-reminder-configuration)
  * [Low balance validation](#id-3.-low-balance-validation)
  * [Templates Configuration](#id-4.-templates-configuration)
  * [Change the SMS Provider](#id-5.-change-the-sms-provider)

#### **1. Birthday Wishes**

* Enable the **Birthday Wishes** toggle, enter the required number of days in the **Send Wishes Before (Days)** field, and configure the birthday wish templates in the [**Template Configuration** ](#id-4.-templates-configuration)section.

  <figure><img src="/files/Ygr6DzwYucuX1bS19IBx" alt=""><figcaption></figcaption></figure>

#### **2. Reminder configuration**

* Set how early the reminder SMS is sent before the appointment (for example, 6 hours before the appointment time).

  <figure><img src="/files/1GQ3IfYsf8rv30GmSE1F" alt="" width="316"><figcaption></figcaption></figure>

#### **3. Low balance validation**

* Set a minimum SMS credit limit.
* Message delivery may be restricted when the balance is below this limit.

  <figure><img src="/files/lETym6ssLF66diAEvzhi" alt="" width="316"><figcaption></figcaption></figure>

#### **4. Templates Configuration**

* View appointment statuses in the **Appointment Status** column.
* Use the **Status** toggle to enable or disable SMS for each status.
* Use **ADD** or **EDIT** in the **Actions** column to manage templates.

  <figure><img src="/files/a7Bk6xX9GplKCbd2nkPL" alt=""><figcaption></figcaption></figure>
* **To create a template**
  * Click **ADD** in the respective row.

    <figure><img src="/files/jQ70Df1XUJGXRWATeAlY" alt=""><figcaption></figcaption></figure>
  * Enter the SMS message.
  * Click **ADD VARIABLE** button to insert dynamic values (Patient, Doctor, Appointment Date, etc).

    <figure><img src="/files/xAcg0SMwBcVyyBIb1pDu" alt=""><figcaption></figcaption></figure>
  * Click **SAVE**.
* Edit templates later using **EDIT**.

  <figure><img src="/files/DMAoG9TXXcp15V0tbvsC" alt=""><figcaption></figcaption></figure>
* By default, templates are set at the clinic level.
* Select **Department**, **Speciality**, or **User** before saving to create specific templates.

  <figure><img src="/files/bHQ02ofAxyuNKbL78Sot" alt="" width="486"><figcaption></figcaption></figure>

#### **5. Change the SMS provider**

* Click the **CHANGE PROVIDER** button in the top section.

  <figure><img src="/files/UOg92qadnETUfuQJ6Ylw" alt=""><figcaption></figcaption></figure>
* Use the **Account** dropdown to select an account from the list or select **ADD ACCOUNT** to create a new one.

***


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