First, you will need to type up an email or text you would like to send ✍️
Select the box at the bottom of the page to allow replies ☑️
Hit 'Send' 📩
Once a client responds you will be notified via the bell icon 🔔 and inbox icon 💬 on the top right-hand side of the page (you can also view all messages in the 'Messages' tab
To view their response, click on the notification 👇, this will take you to the patient’s ‘Client record’ tab
On the left-hand side, we can see an event stating that the client has responded
On the right-hand side, you are able to view the response from the client, to view the previous messages in the conversation, select ‘View conversation’ 👇
If you would like to respond, you can do this by going into the 'Messages tab' on the left-hand side of the page
Now you are able to easily track your texts and emails with your client! 🎉
Here is what they will see:
When a client receives a text or email that you would like them to reply to, it will look like this:
Once they select the link to reply it will take them to this page:
Once they have submitted a response they will see this page where they are able to edit the response they have sent:
The response they have submitted will now be visible in the messages tab.