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How to send messages to the patient via patient portal

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Sending messages to the patient #

Users from offices can send messages to patients on their patient portal. When a message is sent, patients receive an email and SMS on the address and number saved on file. 

The internal workflow for messaging is the same as memo notes.

Users can send a message by: 

  1. Opening a patient chart
  2. Clicking on the ‘Message’ icon
  3. Type in title and message body
  4. Select user group to assign message to a user
    1. This is the user who will receive the message when patient replies
  5. Check the ‘Send to patient’ checkbox

Message will be sent to the patient. When the patient replies, the reply will be received by the user you selected in the ‘Select user group’ drop-down. 

Note: If ‘send message to patient’ checkbox isn’t checked, the message will NOT go out to the patient. 

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