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Message

A Message is an SMS or email delivery of a Form, Packet, or PDF Document to a Patient. This is how intake actually gets sent. It's the resource your integration creates to kick off the flow described in Common EHR integration patterns.

Key fields

FieldNotes
idRead-only
patientRecipient
form / packet / documentExactly one must be set, what's being sent
message_typeform_response_request, packet_response_request, or reminder
target_email / target_phoneOverride the patient's stored contact info, if needed
preferred_delivery_methodemail or sms
delivery_method_usedRead-only, which method was actually used
is_waitingtrue if the message hasn't gone out yet (e.g., scheduled)
statusRead-only delivery status
message_codeRead-only, the short code/link identifier the patient uses to open the form
remindersRead-only, history of reminder sends for this message
scheduled_atSet to schedule delivery instead of sending immediately
scheduled_messageRead-only nested object once scheduled, its own status (pending, processing, completed, failed, cancelled, already_sent)
response / packet_responseRead-only, populated once the patient completes what was sent

Lifecycle

  1. Your integration (or dashboard user) creates a Message with a Patient and a Form, Packet, or Document, either to send now or with scheduled_at set for later.
  2. Zentake delivers it by SMS or email and tracks status and delivery_method_used.
  3. Reminders can be sent for the same message; each is recorded in reminders.
  4. Once the patient completes the linked Form/Packet, the Message's response / packet_response fields point at the resulting submission.
  5. A scheduled Message can be updated or cancelled before it goes out via the scheduled-message endpoint.
This is the send side

Message is how intake goes out to the patient. What comes back is a Response or Packet Response, Message is not intake data itself.

See in API Reference