---
title: "How to Send or Schedule a Message "
url: "https://clinicians.ultramed.co/en/article/how-to-send-or-schedule-a-message-base-upgrade"
language: "en"
last_updated: "2026-09-10T14:00:05.998Z"
---

# How to Send or Schedule a Message 

### **In this guide, you will learn:**

-   How to send a message to a patient
-   How to schedule a message

### **How to Send a Message to a Patient**

#### **Who has access:**

-   Clinical staff
-   Administrator and Limited Administrator with secondary messenger access level

**Steps:**

1.  Go to the **“Messaging”** tab in the Clinical Portal
2.  Click **“New message”**.

![](https://cdn-assets.productfruits.com/2565dde8-06d1-4926-a796-3b3462a213d0)

3\. Choose either a **blank message** or select a **template** to use.

-   If you select a template, the system will automatically pull patient information into placeholders.
-   If any placeholder or patient contact details are missing, you will see an **amber warning banner** indicating an incomplete template.

4\. Update the message details as needed.  
5\. Click **“Send”** to deliver the message immediately.

**Important! Message link will expire 30 days after it is sent.** 

### **How to Schedule a Message**

#### **Who has access:**

-   Clinical staff
-   Administrator and Limited Administrator with secondary messenger access level

**Steps:**

1.  Compose your message either by using a template or creating a new message.
2.  Instead of clicking **Send**, click the **arrow** on the right-hand side of the button.
3.  Select **‘Schedule send’** to choose a future date and time for sending the message.

![](https://cdn-assets.productfruits.com/c5ddb99a-7748-464d-9dfd-916b3bba2bcc)

### **Ways to Schedule a Message**

You can schedule messages in three ways:

1.  **By TCI Date**  
    -   Schedule to send on the TCI date, or a specific day before or after it.
    -   You can schedule even before a TCI date is added; scheduling will update automatically if the TCI date changes.
    -   **Important:** If multiple messages are scheduled before a TCI date and that date is updated to an earlier day, all those messages might be sent immediately.

![](https://cdn-assets.productfruits.com/754d602f-3e0f-4b87-b182-0f500e94bb4b)  
 

2. **By Assessment Submission**

-   Schedule a message to send when a patient submits their assessment, or on a specific day after submission.
-   You’ll be asked to specify the exact time or how many days after submission the message should be sent.
-   Scheduled messages can be edited or unscheduled anytime before they are sent.

![](https://cdn-assets.productfruits.com/6312e740-526d-4d83-94d6-96f6bde4abd2)

3. **By Custom Date**

-   Schedule a message to be sent on any date and time you choose.
-   Scheduled messages will appear in the message list and can be edited or unscheduled before sending.

![](https://cdn-assets.productfruits.com/a0a33832-edf8-48d7-a785-4854d3580ba5)

**Important Notes on Scheduling**

-   If your message contains placeholders (like TCI date) that are missing when the message is scheduled to send, the message **will fail to send**.  
    -   To resend, you will need to create and send a new message.
-   If a patient with scheduled messages is moved to the **Bin**, all their scheduled messages will be **deactivated** and not sent.
-   If the patient is later restored from the Bin, the scheduled messages will be **reactivated** and sent as normal.  
    -   Always check scheduled messages after restoring a patient to ensure relevance and remove outdated messages.

**Please note:**  
Due to individual portal configurations, some screens or features may differ slightly in your live portal.

  
 **Important! Message link will expire 30 days after it is sent.**