Send A Text Message - Response Requested 🎇
Table of Contents
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The Send Message option in Client Communications is NOT secure messaging. Â DO NOT include any PHI when using that feature.  | 
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📹 Watch How It's Done
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📷Step-By-Step
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 The Multiple-Choice Question responses default to Yes and No. Â If the question that you're asking is not simply a Yes or No question, you have various options listed just below the Multiple-Choice Question text field: 
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Remove All Options
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 Choosing to Remove All Options essentially turns it into a regular Message. ![]()  | 
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 To remove an existing response, click the response you'd like to remove and then click Yes in the confirmation box. ![]()  | 
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 To add a potential response other than Yes or No, click Add Text Option. 
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 If the question you're asking is time-sensitive in nature, you can set an expiration date for your message. Â This can be 2, 4, or 24 hours or as particular as expiring at a specific time. ![]() ![]()  | 
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 Once you send the message, it will be listed under Pending Client Communications until it expires or until the client responds. ![]()  | 
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 Once the client responds, the log of this communication will move from the pending section, down to the history. Â ![]() You'll also receive a Neo email when the client responds to the message - this will include the question that was asked and the client's response. Â ![]() Â If an Expiration date/time were set, the log of this communication will move from the pending section, down to history if that date/time passes with no response. ![]()  | 
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What The Client Sees
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 Clients will receive a link via text message that will bring them directly to the message. Â ![]() All they need to do is select their answer and click Submit Response. ![]() Once the response has been submitted, they'll see the following confirmation screen. ![]()  | 














