Messages
How to Create Messages
Purpose - Messages allow clients, providers, and practice staff to communicate securely within the EHR and supports coordinated care.
Steps to Creating Messages
- From the main menu on the left, click Messages
- Open the Messaging Menu
- From the Inbox, click the + Message button in the upper-right corner A menu will appear with three messaging options:
Choose Who You Want to Message
- Message Client - Send a direct message to a client. Use this option for appointment updates, follow-ups, or general communication with the client.
- Message Practice User - Send a message to another user within the practice that has EHR access, such as a provider, admin, or staff member.
- Message Team – Send a message to an entire care team when multiple members need the same update or information. You also have the option to include the client in the message if needed.
Compose Your Message
- Enter the recipient, subject, and message content
- Attach files if needed (if supported by your system)
Send the Message
Click Send to deliver the message.Your message will appear in the Inbox under In Progress, Completed, or relevant tabs depending on your workflow.
