Send a text or email to a client

Use New message to write to a client who has not messaged you, or to switch to a different channel.

Steps

1. Open Connect. The Inbox tab opens.
2. Select the New message button (the pencil icon) at the top of the inbox.
3. Type in Search by name or email and choose the client.
4. Select Write a message. The client's conversation opens with the reply box ready.
5. Select the channel in the reply box and choose Text or Email. Portal sends a secure message to the client's portal.
6. For email, fill in the Subject.
7. Type your message. For Email or Portal, you can add up to five files with Attach a file if your clinic has attachments turned on. A portal file is shared to the client's portal documents when you send.
8. Select Send for a text. For email, select Send email to email the exact text, or Send securely to save it to the client's portal and email them a notice. Send securely is not available when a file is attached.

Good to know

• Each channel shows where it will go, such as the number or email address on file.
• If a channel is missing, it is listed under Not available now with the reason.
• Every attached file is checked for viruses before it can be sent. Send waits until every file is checked.
• Texts and WhatsApp messages can't carry files. When the paperclip is off, the reason shows below the reply box.