From the left-hand side, select 'Clients' π§ and choose the client you'd like to send an email to
βNext to the client's name, click on the envelope icon βοΈ
βThis will open a pop-up on the right-hand side of the page
βIf the client has multiple email addresses, select the one you wish to send the message to by clicking on their email address in the top toolbar
βYou can choose from a range of email templates or create your own, or you can type out the body of your message and the subject yourself βοΈ
βIf you'd like to add any attachments, you can do so at this stage by clicking on the paperclip icon π
βYou can then choose to 'Save to clinical record' βοΈ by either ticking or unticking the checkbox and selecting the correct record (this should be auto-populated already with the client's information)
βYou can then also choose to check or uncheck a box 'Include reply link' βοΈ which will give the client the option to respond to your text with a link (you may need to scroll down to see this)
βWhen you're ready, click 'Send' π© and confirm by selecting 'Yes' π and the email will be sent to the client
βThat's it, you've successfully sent an email to your client! π
Video Walkthrough