1: Click on Patients.


2: Click on Add Patients (you will use this tab for referrals as well)

3: Fill out the patient or referral's information. If a referral, please use a generic DOB.

NOTE: "Patient Consent" MUST be left on "Not Consented."  Modification of this by Quipt Staff, in any way, is a violation of policy standards and is audited to maintain compliance.



4: From the dropdown under "Select Provider", make sure to select your company or business unit.



5: Click on CHATS on the left side menu.


6: Search by the patients name to send a text message.


NOTE!  At this time, ALL SMS messages will be

coming from the following number:

(859) 712-8878

(soon this will be updated to, 833-337-8478)