CareStack enables you to communicate with your patients through email and attach documents as needed.
Watch this resourceful video for a quick understanding.
Let’s walk through the process and highlight the key touchpoints.
| Tip: You can attach documents with a file size up to 20 MB. |
Touchpoints
The various touchpoints you will find within the system for communicating with patients via email include:
- +Message Quick Link
- Promotional Campaigns
- Reschedule & Short Call Queue
- Opportunity Miner
+Message Quick Link
- Select the intended patient from the Global Search Bar.
- Click the +Message quick link.
- Select the Email tab.
- Enter the Subject and the content for the email.
- Click Browse Files and select and upload the required file.
OR,
- Drag and drop the intended file onto the modal.
- Click Send once the email is ready.
- The email will be sent to the patient with the email attachments.
Promotional Campaigns
- Navigate to the System Menu > select Patient Engagement.
- Click +Create Campaign on the top right.
- Select Promotional Campaigns.
- Enter the required details and click Next.
After selecting the recipients,
- Create or select an Email Template.
- Enter the intended content to communicate with the patient.
- Click Browse Files and select and upload the file to attach.
OR
- Drag and drop the necessary file into the content area.
Reschedule & Short Call Queue
- Navigate to the Lists > click Reschedule Queue or Short Call.
- Click Send Message on the top right.
- Enter the Subject, Description, and Template Name.
- Enter the intended content to communicate with the patient.
- Click Browse Files and select and upload the file to attach.
OR
- Drag and drop the necessary file into the content area.
Opportunity Miner
- Navigate to the System Menu > select Opportunity Miner.
- Click View on any of the generated opportunity miner lists.
- Click Send Email.
- Click Use Blank Template.
- Enter the Subject, Description, and Template Name.
- Enter the intended content to communicate with the patient.
- Click Browse Files and select and upload the file to attach.
OR
- Drag and drop the necessary file into the content area.
Practices can use this quick guide to learn about the various touchpoints to initiate patient communication via emails along with intended email attachments.