Need to remind your client to bring in their referral or test results to the next consultation, why not send a manual email?
This article includes:
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Send email from the Dashboard
1. From the Dashboard, click on Communication > Send Email,
β2. Enter an email address into the To or Cc/Bcc field, or click on contacts to add a recipient.
β3. Type out the subject & message, finally, click Send Email.
π‘ You can select attachments 'from this PC', 'From Shared Files', and 'From Personal Files' when emailing from the client file.
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Send an Email from a clients file
From the client's Overview page, click on Send email > enter in a subject and or add attachments, write out the message, then click Send email.
π‘ You can select attachments 'from this PC', 'from Client Files, 'From Shared Files', and 'From Personal Files' when emailing from the client file.
You may also be interested in:
πEmail or SMS all clients
πEmail reminder template
πEmail or print past or future appointments
πSet up your SMS or Email appointment reminder templates
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