Product Feature
Text-2-Patient
Reduce Phone Tag. Improve Patient Outreach.
Overview
Equip Your Team to Reach Patients in a Click
Every day, your surgical coordinators walk a tightrope — juggling patient prep, clearance checks, instructions, reminders, and last-minute updates. But the biggest time sink? Trying to get patients on the phone. Call after call. Voicemail after voicemail. Follow-up after follow-up. A message that should take 10 seconds ends up stealing 10 minutes (or more). Multiply that by every surgery, and you’ve got a team overwhelmed by inefficiency — with no time left for the work that truly matters.
That’s where Text-2-Patient comes In. Text-2-Patient transforms your team’s ability to communicate. It allows staff to send quick, one-way SMS messages to patients — right from Surgimate Practice. Instead of chasing patients with phone calls, your team can now:
- Instantly notify patients about missing clearances
- Send pre-op or post-op instructions without delay
- Remind them of surgery times or request a quick call back
- Deliver any short message — clearly, immediately, and without the hassle — all without interrupting their workflow or waiting for a ring tone.
Send quick reminders and instructions
Ensure timely communication with patients
Reduce time spent on outgoing calls and voicemails
Maintain a record of all messages sent
Gallery
benefits
Drive Efficiency, Reduce Cancellations, and Maximize Team Output
Reach more patients in half the time
Coordinators can reach 2–3x more patients daily by sending messages instead of making phone calls. This improves pre-surgical readiness and reduces last-minute surprises.
Reduce Preventable Cancellations
Quick reminders about missing clearances or instructions prevent gaps that often lead to rescheduling or cancellations. Stay proactive, not reactive.
Send updates that don't get ignored
Text messages have a 98% open rate — significantly higher than email or voicemail. When timing matters, SMS ensures your message gets seen, fast.
"Text-2-Patient has improved our workflow significantly. Much of the communication we send can be handled in a single message, helping us relay information quickly and avoid numerous voicemails back and forth. It allows us to contact more patients throughout the day and deliver important surgery-related information in a timely manner."
Stephanie Ruf
FAQ
Frequently Asked Questions
You can send patients custom messages to support key steps in the surgical journey, including:
Clearance Reminders – Prompt patients to complete necessary medical or insurance clearance steps before their procedure.
Appointment & Surgery Confirmations – Automatically confirm upcoming appointments or surgeries and ensure patients are informed.
Call Back Requests – Send messages requesting that patients call your office to complete or clarify scheduling or clinical information.
Pre-Op & Post-Op Instructions – Deliver timely, customized instructions to help patients prepare for surgery and recover safely.
This feature is designed to help you reduce no-shows, improve compliance, and streamline communication between your office and your patients.
- By default, all patients have not consented to receive SMS messages. If your practice already has collected consent for all of your patients as part of patient onboarding, let your Customer Success Manager know, as the default consent status can be changed.
- Once you have received a patient’s consent top receive messages, you can update their consent status in the Patients page > Demographics tab in Surgimate. The default consent state per patient can be defined for your whole practice. The patient always has the ability to opt-out.
If you’re an existing Surgimate customer, activating new features is simple. Contact your Customer Success Manager and they will guide you through the setup process and ensure the feature is configured to align with your workflow and permission settings.
modernize your workflow and start saving time today
