Introduction: Why Messaging Matters for Primary Care
Communication is pivotal to the patient’s experience in today’s healthcare landscape. For primary care clinics and subspecialty practices (like orthopedics), utilizing today’s tools (like HIPAA-compliant SMS) is not simply an option—it’s necessary.
Orthopedic and primary care clinics that use HIPAA-compliant SMS have documented over 30% reductions in no-shows and a 40% increase in patient response times. It has also been shown that 98% of text messages are opened, compared to only 20% of emails. When clinics begin to utilize health text messaging, they will gain a competitive edge in communicating with patients. More importantly, 90% of patients prefer texting for non-urgent messaging vs. phone calls. The importance of messaging are as follows:
- Messaging matters because it allows practices to:
- Reinforce instructions outside of the clinic walls.
- Diminish no-shows and the ease of scheduling.
- Facilitate long-term outcomes by checking in proactively.
- Build patient trust and loyalty by communicating clearly and empathetically.
This blog will showcase SMS templates specifically tailored for healthcare in primary care. Though informal, this content can help your clinic improve efficiency, improve patient satisfaction, and make the lives of staff easier.
Best Practices for SMS in Primary Care
Before we start to identify some patient message templates, it is essential to understand best practices so that we can remain professional and compliant.
HIPAA and Compliance First
If you are using text messaging with patients, you will want to ensure that the communication is secure and HIPAA-compliant. Using consumer messaging apps or general voicemail can jeopardize patient privacy. Look for communication solutions that have been developed for health care, that include a protocol for encryption and provide audit trails and secure opt-in/out capabilities.
Tone and Professionalism
All text messages reflect your clinic or ministry’s values. The tone needs to be clear, professional, and empathetic. Whatever patients are experiencing, they want to know you care about them, not just contact them.
Brevity and Clarity
Text messages should be short and have one purpose. You don’t want the message to be an impossible task. Value your patient’s time and be succinct.
Call to Action
Every SMS template should have an action step for the patient to take: “Reply YES to confirm”, “Click here to reschedule,” or “Call us back at [number].” Making it clear what you are expecting the patient to do will eliminate confusion and support timely responses.
SMS Templates for General Medical Practices
Using the right SMS templates for primary care clinics can streamline your workflow. Here are templates for different use cases that you can implement in your practice today.
Use Case: Appointment Reminders & Confirmations
These templates are your first line of defense when it comes to no-shows. They are designed to keep your physician’s schedule full and your clinic running normally.
New Patient:
Hello [Patient Name], this is [Clinic Name]. Your first appointment with [Provider Name] is on [Date] at [Time]. Please arrive 15 minutes early. Reply YES to confirm.
Hi [Patient Name], welcome to [Clinic Name]! Your new patient appointment is scheduled for [Date] at [Time]. Please confirm with YES.
Dear [Patient Name], we’re excited to meet you! Your appointment with [Provider Name] is on [Date] at [Time]. Confirm with YES or call [Clinic Phone] if you need assistance.
Existing Patient:
Hi [Patient Name], just a reminder—your appointment with [Provider Name] is on [Date] at [Time]. Reply YES to confirm or call [Clinic Phone] if you need to reschedule.
Hello [Patient Name], you’re scheduled to see [Provider Name] on [Date] at [Time]. Please confirm your attendance by replying YES.
Dear [Patient Name], your visit with [Clinic Name] is set for [Date] at [Time]. Confirm by replying YES or call [Clinic Phone] to make changes.
48 Hour Reminder:
Hi [Patient Name], your appointment is in 48 hours with [Provider Name]. Reply YES to confirm or call [Clinic Phone] to reschedule.
Reminder: You have an appointment with [Provider Name] in 2 days ([Date] at [Time]). Reply YES to confirm or contact us at [Clinic Phone].
Hello [Patient Name], this is your 48-hour reminder for your appointment at [Clinic Name]. Please confirm by replying YES.
Reschedule Link:
Hi [Patient Name], your appointment is on [Date]. If you need to make changes, please reschedule here: [Reschedule Link].
Hello [Patient Name], confirming your appointment with [Provider Name] on [Date]. Need to reschedule? Use this link: [Reschedule Link].
Dear [Patient Name], we look forward to seeing you on [Date]. If you need to change your time, please click here: [Reschedule Link].
Post-Visit Feedback:
Thank you for visiting [Clinic Name], [Patient Name]. Please rate your experience 1–5. Your feedback helps us improve.
Hi [Patient Name], we hope your visit at [Clinic Name] went well! How would you rate us on a scale of 1–5?
Hello [Patient Name], thank you for trusting us with your care. Please reply with a number from 1–5 to share your feedback.
Use Case: Patient Recalls & Follow-Ups
These messages are key to using preventative care. They help manage chronic diseases, boost the preventative care utilization rate, and keep patients from getting lost.
Annual Check-Up:
Hi [Patient Name], it’s time for your yearly physical. Schedule now with [Provider Name] here: [Booking Link].
Hello [Patient Name], your annual check-up is due. Book your visit today at [Booking Link].
Dear [Patient Name], staying healthy means regular check-ups. Schedule your annual physical here: [Booking Link].
Vaccination Reminder:
Hi [Patient Name], flu shots are now available at [Clinic Name]. Call [Clinic Phone] to book your appointment.
Dear [Patient Name], protect yourself this season—schedule your flu vaccine today. Call [Clinic Phone].
Hello [Patient Name], [Clinic Name] now offers flu vaccines. Call [Clinic Phone] to schedule yours.
Lab Results:
Hi [Patient Name], your test results are ready. Please log into your patient portal here: [Portal Link].
Hello [Patient Name], your lab results are now available. Check them securely at [Portal Link].
Dear [Patient Name], your recent results are posted in your portal: [Portal Link]. Please reach out with questions.
Post-Visit Follow-Up:
Hi [Patient Name], we hope you’re doing well after your recent appointment. Reply to this text if you need anything.
Dear [Patient Name], thank you for visiting [Clinic Name]. Please let us know if you have follow-up questions.
Hello [Patient Name], checking in to see how you’re feeling after your visit. Reply here with any concerns.
Chronic Care Follow-Up:
Hi [Patient Name], this is a reminder for your diabetes check-in. Reply to this text or call [Clinic Phone] to book.
Dear [Patient Name], it’s time for your chronic care follow-up. Please schedule today by replying YES.
Hello [Patient Name], your ongoing care matters. Schedule your check-in with [Provider Name] by calling [Clinic Phone].
Use Case: Digital Forms & Intake
The sending of digital forms, over text, lets you move your check-in process forward, allows patients to fill out forms while waiting, and will save the front desk lots of time & paperwork.
New Patient Forms:
Hi [Patient Name], please complete your new patient forms before your visit: [Forms Link].
Dear [Patient Name], welcome to [Clinic Name]! Fill out your forms online here: [Forms Link].
Hello [Patient Name], complete your patient registration forms prior to your appointment: [Forms Link].
Pre-Appointment Forms:
Hi [Patient Name], complete your intake forms before your visit on [Date] here: [Forms Link].
Dear [Patient Name], save time at check-in by completing your forms online: [Forms Link].
Hello [Patient Name], please finish your intake forms before your visit on [Date]: [Forms Link].
Insurance Update:
Hi [Patient Name], please update your insurance details here: [Forms Link].
Hello [Patient Name], it’s time to refresh your insurance information. Click here: [Forms Link].
Dear [Patient Name], please verify your insurance information before your visit: [Forms Link]
Consent Forms:
Hi [Patient Name], sign your consent forms online before your visit here: [Forms Link].
Dear [Patient Name], complete your required consent forms now: [Forms Link].
Hello [Patient Name], please review and sign your visit consent forms here: [Forms Link].
Use Case: Billing & Payment
A discreet, convenient, and efficient method to send payment reminders and collect balances that improves the clinic’s revenue cycle.
Co-pay Reminder:
Hi [Patient Name], your co-pay of [Amount] is due at your appointment today. Thank you.
Hello [Patient Name], please be ready with your co-pay of [Amount] for today’s visit.
Dear [Patient Name], a co-pay of [Amount] is due when you arrive today.
Outstanding Balance:
Hi [Patient Name], you have a balance of [Amount]. Pay online here: [Payment Link].
Dear [Patient Name], this is a reminder of your balance of [Amount]. Please clear it securely: [Payment Link].
Hello [Patient Name], your account shows an outstanding balance of [Amount]. Pay now at: [Payment Link].
Payment Plan Update:
Hi [Patient Name], your next payment of [Amount] is due on [Date]. Please log in to your portal.
Hello [Patient Name], a payment of [Amount] for your plan is due [Date]. Pay here: [Payment Link].
Dear [Patient Name], reminder—your installment of [Amount] is due on [Date].
Use Case: General Announcements & Clinic Updates
You can use mass texting for general announcements and practical updates, getting vital communication to many patients at once. Mass texting is much quicker than a regular hospital text message and can be branded to your practice.
Holiday Closure:
[Clinic Name] will be closed on [Date] for [Holiday]. Normal hours resume [Date].
Dear [Patient Name], [Clinic Name] will be closed for [Holiday]. We’ll reopen on [Date].
Hello [Patient Name], please note our office will be closed on [Date]. Normal hours resume [Date].
New Service:
Exciting news! [Clinic Name] now offers [New Service]. Learn more at [Website Link].
Dear [Patient Name], we’re pleased to announce [New Service]. Visit our website for details: [Website Link].
Hello [Patient Name], [Clinic Name] is now providing [New Service]. Read more here: [Website Link].
Weather Closure:
Due to weather, [Clinic Name] is closed today. Stay safe.
Dear [Patient Name], our clinic will be closed today due to inclement weather. Thank you for your understanding.
Hello [Patient Name], [Clinic Name] is closed today because of weather conditions. Please call us to reschedule.
New Provider:
Dear [Patient Name], we’re pleased to welcome Dr. [Name] to our team. Learn more: [Link].
Hello [Patient Name], Dr. [Name] has joined [Clinic Name]. We look forward to you meeting them.
Great news! Dr. [Name] is now part of [Clinic Name]. Details here: [Link].
How Emitrr can help Primary Care Clinics with SMS and Voicemail
These best practices and templates may feel overwhelming, but Emitrr makes it easy. Here’s how:
- AI-powered SMS automation for reminders, feedback, and reviews: Automatically sends your sms templates for healthcare, at the right time, without lifting a finger.
- HIPAA compliant 2-way texting with auditable insights: your communications are fully secure and compliant, and having the audit logs keeps every conversation tracked.
- Voicemail scripts and distribution tools designed for clinic workflow: From the same dashboard, record, manage, and distribute multiple greetings such as holiday closures, emergencies, and more.
- A dashboard to track replies, opt-outs, and delivery: See all of your patients’ responses, opt-outs, and delivery status all in one place.
- Easy integrations to EHR, calendar, and phone systems: Syncs and schedules with your clinic operation so you don’t have to enter anything manually, and your errors are minimized.
Frequently Asked Questions
Ans: Yes. While these templates don’t include PHI, the platform must be HIPAA compliant. Always use secure and encrypted messaging.
Ans: Yes, as long as the platform is HIPAA compliant. Emitrr encrypts all billing communication securely.
Ans: Only when needed. Typically, a confirmation and a reminder 48 hours ahead should be adequate.
Ans: Yes. The “Post-Visit Feedback” patient message template will let you ask for a patient review with dignity and humility.
Ans: No worries, health text messages will be received on any mobile device.
Conclusion
In today’s healthcare landscape, it is critical to have safe and effective communication in place. An actionable plan for communication allows clinics to improve the quality of patient care, alleviate staff workload, and expand sustainably.
By using the offered sms templates for healthcare and professional, the administrative workload will be less, and compliance will be guaranteed. Emitrr and similar platforms automate most of these steps to enable clinics to effortlessly master communication with their patients.
Using the right messaging template for patients can leverage the trust a patient has in your clinic for their overall success.
Are you ready to transform the way you communicate with patients? Learn how Emitrr can automate your messaging and improve your clinic’s workflow!

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