Sending Messages
📧 Messages
- This feature allows you to send HIPAA compliant messages within our system!
- You can message clients, staff, other providers in your group, or multiple clients and/or staff.
- This feature allows you to communicate safely and securely within your practice without paying for an extra HIPAA compliant email solution!
Within this Article:
Sending a Message
To send a message, first select Messages on the left menu for staff:
Clients click My Messages on the left menu (shown below):
Then click the blue New Message button:
Once in the New Message, compose your message:
- To (required) : Clients can be added individually, or other bulk group options for staff messaging
- Subject (required) : Will be shown to client
- Body (required) : Include your main message to your client, staff member, or group of staff members or clients
- Add an Attachment (optional) - Note: Only document files (PDF, DOC, DOCX, TXT) or image files (JPG, PNG, BMP, GIF) may be uploaded as an attachment, and the file size limit is about 10 MB
- Send : When you're ready, send your message!
Email Notifications
Once sent, clients and/or staff with a portal account created (and with notifications enabled under their My Profile : Client Portal Settings area) will be notified of a message, delivered to their default email address on file indicating they have a message waiting for them, shown below:
Clients can alternatively sign in at anytime via your unique client portal link, our find a therapist tool, or our main portal sign in page here, and click Messages on the left menu
Note: For both HIPPA and privacy reasons, the client will need to sign into their portal account to access it.
Replying to a Message
Once either you or a client click on a message, they will see the message content, including everything written back and forth on the same message.
You or clients can click Reply to reply to a message you receive.
👥 Send or receive a group message?
- If a message is sent to more than one recipient (client wise) the Reply button will not be present
- For security and privacy reasons, group messages can only be replied to if ALL recipients are staff members.
- You can instead opt to compose a new message, choose your same recipients and send a new message out.
Deleting a Message
😖 Send a message mistakenly, or to the wrong client?
We get it, accidents happen!
Staff members can immediately delete all messages in a message thread to a client by clicking on the message thread, then the red button at the bottom:
Both clients and staff would then no longer see any messages sent in the message thread: either to or from the client.