The Patient Email feature allows clinicians to easily send follow-up emails to patients after each session. You can provide a concise summary, key instructions, homework, and personalized recommendations, ensuring your patients stay informed and engaged in their care.
1. Select the Relevant Patient Note
From the sidebar, select the note you'd like to use for the follow-up email.
2. Activate the Patient Email Feature
At the top right corner of the note page, click on More, then select Patient email from the dropdown to access the Patient email feature options.
3. Review, Edit and Save
Review and edit the email draft to ensure it aligns perfectly with your needs. Use the Magic Edit feature by clicking the Wand icon and prompting it to quickly edit your note with AI. Make sure to click Save when you’re done editing.
4. Send the Email
Once the email is ready, enter and confirm the patient’s email address. Check the box to verify that you have obtained consent to send PHI through our HIPAA-compliant email. Then, click Send to deliver the email.
Alternatively, click the Copy button to send it through your preferred email platform.
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