Sending a Direct Message email

Sending a Direct Message email

Sending an Email Message:
  1. Click on the Direct Messages tab on the navigation bar and select Emails. Remember that you can also send a direct message from the Retention Calendar by clicking on the email icon () to the left of the client’s name.
  1. Search for the client within the search bar to populate that client's email address.
  2. Select a Patient from the drop-down if needed. If no patient name is selected and the patient’s name variable is used in the direct message, you will receive an error message. While sending an email to clients with over one hundred patients,  you will see a Select a Patient button instead of a dropdown option. When clicked, it will bring up a screen to select which patient you would like to send your communication to. Clicking ‘select’ will select the patient to link the communication to and pull their name into the appropriate variables.
  3. Select a Template from the drop-down, or you can free-hand type within the body of the email.
    1. a. If starting from scratch, you can pick a layout for your message.
    2. b. Variables can be used from the “Insert Variable” drop-down to include a patient or client name in the message. 
    3. c. Images or videos can be attached from your phone or computer as well.
    4. d. Word Documents and PDFs can be linked using the “Link Data File” button. Please note new data files can only be uploaded by an admin user. 
  4. Click “Preview Message” to see what it looks like before sending it.

  1. Click “Send Email” to message the client.

  1. To view all direct email messages sent in the last 4 weeks, click the “Sent” tab.

*If a client responds to an email message, you will receive an email to your general hospital account with the contents of their email.