How to Send an Email From Inside Your Account

To create and send an email from inside your account:

  • Head to the patient’s profile
  • Open up the sidebar to view the patient’s contact information, then click Contact Details
  • When you click on the patient’s email address, the resulting pop-up box allows you to enter the subject and content for your email
    Once you’ve finished writing your message, you can either send the email immediately or schedule it to be distributed in the future by checking the box next to *Schedule delivery
  • Alternatively, you can send the email to your preferred client by clicking use your email client

Schedule Appointment Reminders, or Follow Up Emails

By scheduling an email to distribute in the future, you can set appointment reminders, or follow-up emails while you’re still visiting with the patient.

When you click the Schedule delivery checkbox in the process above, you’ll notice the default distribution timeline is set for seven (7) days, but you can edit this to any length of time you prefer.

Changing Your Outgoing Email Address

To select your preferred outgoing email address:

  • Open up your profile in the sidebar, then click Outgoing Email Settings
  • The Other option allows you to enter whatever email address you want. The default Other option is your user’s IMAP email address – often the email address that users would like to show up on their outgoing emails
  • If you’d like to change this, simply enter the preferred email address in the field provided

Looking to send bulk emails to patients? Check out our articles on distributing mass emails to patients using a third-party provider and in-app bulk emailing.

Still stuck? Shoot us an email and we'll do our best to help.