There is no paper sign-up sheet for patients to fill in. Your front desk signs the patient up in SaRA while they are at the desk, and consent comes with the first text they receive. This page puts the whole front desk routine in one place.
1. Sign the patient up in SaRA
Open your Patients page and click Add Patient. On the Patient Info step, enter the patient's legal name, birth date and cell phone number. Check the patient type, primary provider and care clinic, then click Next. The last step, Details, is optional, so you can finish with Skip & Add Patient. It takes about a minute.
During business hours the patient gets their first text within seconds, so they can check it arrived before they leave the desk.
Step by step with screenshots: Enroll a Patient in SaRA Health. Who on your team should do it: Who should enroll patients.
2. Consent is in the first text
The first text names the provider and your clinic and explains the check-in messages. It ends with the standard text message notice: “Msg & data rates may apply. Msg frequency varies. Reply STOP to no longer receive msg.”
The patient does not need to reply to anything to be signed up. If they ever want the messages to stop, they reply STOP or tell your clinic.
The exact wording and what happens after it: The first text your patient receives.
3. Want a signed consent form too? Ask us for yours
You do not have to collect a signed form. Many clinics still want one on file as standard practice. You can do it in either of these ways:
Your own consent form, in your clinic's name. Message us through the in-app chat and we will prepare a form with your clinic's name and logo.
Add the wording to the intake paperwork you already use. Ask us for the consent language and add it to your existing forms.
Have the patient sign it at check-in, along with the rest of their intake paperwork.
4. Give the patient the flyer (it is not a consent form)
The printable flyer explains the check-in texts to the patient, including why replying matters and how to stop. It carries your clinic's name and logo and never mentions SaRA.
Signed in to SaRA? Open Documents > Resources to download a copy that already has your clinic's name and logo.
The flyer is for education only. It is not a consent form, and it says so on the page.
Details and the PDF: Printable patient flyer.
The front desk routine, start to finish
Tell the patient they are being signed up for the clinic's check-in texts. Scripts: How to introduce SaRA to your patients.
Add them in SaRA and ask them to check that the first text arrived.
If your clinic uses a written consent form, have them sign it with their intake paperwork.
Hand them the flyer.