Send Email or Text Message Communication

Practices may communicate with the patient using a one way text message to provide import information. Remember that one-way means the patient will not be able to return text or email messages. To send an email message from the scheduler.

  1. Right-click the patient's appointment.
    • Email or Text Message.
    • Email Or Text Message from the Patient menu.
  2. Select the radio button beside the desired type of message Email or Text Message.
  3. Type any desired message.
  4. Click the Send button when ready.
    Note: If you encounter any of the following error messages after you send an email, do the following:
    • Office email ID is not verified, then you must contact your system administrator to check if the the email ID is verrified. To check the verification status, go to Setup > Account Info > Email.
    • Email bounced back, then the email ID is invalid, and you must contact the patient to obtain the correct email ID.
    • Email is listed as spam, then you must contact your system administrator. The system administrator must contact QDW, who will create a ticket in Success Community, which will be attended by QDW support team.
  5. Please note that text formatting options are limited when sending text messages. Options for html text will not appear.

    To include a Notes Macro in place of or in addition to typing a message:

  6. Click the cursor where the note macro text should begin.
  7. Click the Add Notes Macro button and select the desired note.
  8. Click the Add Note button.