Send Text or Email to a Patient With Quick Links

Let's explore how to communicate with a patient via email or text message using quick links across various touchpoints in the system.

Watch this video for a concise summary.

Perform the steps below.

Touchpoints to Access Add Message Modal

You can access the Add Message modal through the following touchpoints.

1. + Message Quick Link in Patient Overview

• Select the patient using the Global Search bar.
• Click the + Message quick link from the Patient Overview page.

2. + Message Quick Link in the Appointment Slide-Out

• Click on an appointment from the Scheduler or Appointments page.
• Click the + Message quick link.

3. Scheduler

• Right-click on an appointment from the Scheduler.
• Click Email/SMS.

4. Patient Menu

• Select the patient using the Global Search bar.
• Click Menu and select the Send Email/SMS option.

Send a Text or Email

Note: The enhanced messaging modal will not be available across all touchpoints if the correspondence feature is not enabled at the account level.

In the messaging modal:

• Select the Email or Text tab as needed.

For Email

Enter the following information:

• To: The selected patient's name will be pre-populated in the To field.
• From: Select your email address on the From option.
• Subject: Enter the Subject of the email.
• Content: Enter the content for the email, or select a Template from the left to populate a saved email template.

Note: Here, you can select only Patient Type Templates. Click here to learn more.

• Drag and drop any required files to add attachments, or click Browse Files to select the file to upload to the system.
• Click Send Email.

For Text

Enter the following information:

• You will see the Patient's Name and Phone Number.
• Enter the Content for the text message.
• If you have a saved template, click Select a Template to choose the desired one.
  • Click the Image icon to insert an image or GIF.
  • Click the Emoji icon to add an emoji.
• Click Send.

Note:

• The character count for a Text Message is limited to 160.
• Users can upload up to 10 images in JPEG, JPG, PNG, or GIF formats, with a maximum file size of 5 MB.

Tip: If you close the messaging modal without completing the email or text message, it will be automatically saved as a draft. You can access the draft emails or texts from the Communication Hub on the Dashboard.

Practices can use this simple guide to learn about the different methods to communicate to the patient via + Message quick links.