From the left-hand side, select 'Client Cases' 🧑 and choose the client case you'd like to send an email to
Select the envelope icon ✉️ on the right top corner of the client's case
This will open a pop-up on the right-hand side of the page
If 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
You 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 ✍️
If you'd like to add any attachments, you can do so at this stage by clicking on the paperclip icon 📎
You can then choose to 'Save to clinical record' ☑️ by either ticking or unticking the checkbox and selecting the correct record (this should be auto-populated already with the client's information)
You can then also choose to check or uncheck a box 'Include reply link' ☑️ which will give the client the option to respond to your text with a link (you may need to scroll down to see this)
When you're ready, click 'Send' 📩 and confirm by selecting 'Yes' 👍 and the email will be sent to the client
That's it, you've successfully sent an email to your client! 🎉