How to Communicate With A Patient

You can communicate with a patient by following the below steps:

Step 1 - Create your communication template: 

You can create your email/document template or your SMS template by following the steps in the below articles:

How to Create an SMS Template

How to Create an Email/Document Template

Step 2 - Find The Patient. 

Using the 'Find Patient' function on  the  appointment book Screen search for the patient you would like to communicate with. Once the patient appears, simply select their name to allow their chart to populate on the screen. See below:

Step 3 - Select 'Communication' and communicate with the patient.

Go to the 'Communication' section > Select 'Communicate with XXXX' > Select your template from the drop-down list under the communication that you would like to send. Select the  to preview.  See below:

Once you have previewed your document simply select the to send the messages.