Communication

Learn how to create communication templates, send messages and generate letters.

• Main Communication Settings
• Using a Custom Mail Server
• Creating and Managing Communication Templates
• Using the Text Editor
• Add Users Signature to Emails and Letters
• Available Merge Fields for Communication Templates
• Communicating with Clients
• Printing or Emailing a Client's Future (or Past) Appointments
• Communicating with Practitioners
• Using the Text Messaging Panel
• Managing SMS Communication Preferences
• About SMS Messages and Fees
• Dedicated SMS Number Requirements (USA and Canada)
• Sending Letters to Referrers
• How to Send eFaxes via Email
• Sending Letters Securely