Send an individual email or SMS to a patient

Who can do this?

While you can automate sending reminders or invoice emails on Halaxy, you can also send a one-off email or SMS to a patient anytime. SMS and email are fully integrated so you can do all your patient communication within the Halaxy platform.

Email or SMS a patient

  1. Open the patient profile.

  2. Under the Contact Details section, click the patient's email address or mobile number.

    Patient-Contact-01.png
  3. 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.

  4. Click Send.

To view responses from your patient, click the Icon-Bubbles.svg speech bubbles icon on their profile to open your message history with the patient. To view all responses to two-way SMS messages, click the Icon-Bubble.svg speech bubble icon in the top right of the screen.

Note

Your message history displays sent and received SMS messages. Only sent emails are displayed as Halaxy cannot access your email inbox.

Updated

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