How can I send a "one-off" email and/or SMS message?
You can send a message by any of the following ways:
From the Homepage:
- Click Today's Schedule, and then from the Schedule Breakdown that displays the appointment list, click on the relevant email or cell icon. (If you choose email, you can just send an email, or select a specific template).
- Click Tomorrow's Schedule, and then from the Unconfirmed Breakdown that displays the appointment list, click on the relevant email or cell icon. (If you choose email, you can just send an email, or select a specific template).
- Click SMS Inbox, and then click the window to display the SMS messages.
Click the relevant Reply link to send a one-off SMS.
You can also click on the message bubble to view the message string, and reply from there. - Click Appointment Confirmations, and then click the window to display the appointment confirmations.
Click the relevant Reply link to send a one-off SMS, or an email.
From Appointments tab
- Click a day on the calendar or choose a date range to view your appointments.
Click on the relevant email or cell icon. (If you choose email, you can just send an email, or select a specific template). - See the Appointments tab article
From Communication Center tab
- Find the relevant patient using one of the filter tabs, follow the instructions and then send an email/SMS. A voice message to the home phone may also be sent from here.
- See Communication Center article.
From Patients tab
- Click Patients, search for the patient, click the underlined patient name to open the Patients Details screen, click on the email or SMS icon to the right of the patient name.
