6 articles
Set Up Appointment Reminders
How to configure automatic email and SMS appointment reminders.
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Add an Email Sending Identity
How to control the sender name and reply-to address patients see on your emails.
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Create Letter Templates
How to build reusable letter and email templates with patient placeholders.
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Send a Letter or Email to a Patient
How to compose and send an email or letter from a patient's record, using templates.
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Send Email via Outlook or Gmail
How to connect Microsoft Outlook or Gmail so patient emails send from your own mailbox.
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See Every Email Your Practice Sends
The Communications tab — the org-wide log of outbound email, drafts, and quick compose.
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