Maintaining a record of all sent correspondence is a hallmark of good practice management. With Coreplus, you have the capability to review your previously sent SMS messages at any time, ensuring you always have access to your communication history.
Sent SMS via Admin Notes
1. From the Dashboard select Communication
2. From the drop-down menu select Admin Notes
3. Use the Filter button at the top to adjust the type to SMS and direction to outbound
4. Click Update
💡 You can also view sent SMS via Client File > Admin Notes
💡 SMS to other phone numbers in a client's file ie. Insurer, Employer, Family Member, will not appear in Admin Notes
Sent SMS via Sent & Received SMS History
The manual SMS you send to contacts outside of coreplus can be seen separately by following the below steps:
1. From the Dashboard, go to Communication > Send SMS
2. Click on Sent & Received SMS History
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