Email or SMS a professional contact or organisation

You can quickly send documents, text messages, letters, or files to referrers or professional contacts and organisations anytime – all within Halaxy.

Tip

Looking to send a patient’s health record? You can share clinical notes directly from a patient’s Clinical Notes page.

Note

Message history records all sent emails and SMS exchanges with professional contacts and organisations.

Send an email or SMS to a professional contact

  1. Click Contacts > Professionals.

  2. From the list, click a contact’s name to open their profile.

  3. In the profile, click the contact’s email address or mobile number displayed as a blue hyperlink.

    Contact-Email-01.png
  4. In the pop-up, enter your message. You can configure some options:

    • Select a practitioner and communication template for your message.

    • Email only: You can attach a file, add a subject line, and add CC and BCC email addresses.

    • SMS only: Select whether the SMS is one-way (recipient cannot respond) or two-way (recipient can respond). To send a two-way message, you must have a dedicated number subscription.

  5. Click Send.

Send an email or SMS to an organisation

  1. Click Contacts > Organisations.

  2. From the list, click the organisation name to open its profile.

  3. In the profile, click the organisation email address or mobile number displayed as a blue hyperlink. (Note: If an organisation has contacts stored, you can click the contact’s details to message that specific contact.)

    Contact-Email-02.png
  4. In the pop-up, enter your message. You can configure some options:

    • Select a practitioner and communication template for your message.

    • Email only: You can attach a file, add a subject line, and add CC and BCC email addresses.

    • SMS only: Select whether the SMS is one-way (recipient cannot respond) or two-way (recipient can respond). To send a two-way message, you must have a dedicated number subscription.

  5. Click Send.

Updated

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