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