Click Admin > Action Library. The Action Library displays.

Click New Action. A new Action Type window displays.

From the General tab, enter a Description.

Select Claim Type: All Claim Types.

Tick Display In Case Action Library.

From the Documents tab, click New. The Document To Run window displays.

From the Document drop down list, select the SMS document to run.

Note: For instructions on creating an SMS document, click here.

Note: Do NOT tick Auto Print.

Click OK to close the Document To Run window and click OK to close the action.

Note: For instructions on configuring your SMS settings, click here.

Open a client.

Enter a Mobile number.

From the Action Library tab, select the SMS action.

Click Run Now. The SMS edit window displays enabling you to check the message before sending.