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How to Use the Patient Email Feature?

Learn how to effectively use the Patient Email feature to keep your patients engaged and updated.

Updated over 2 weeks ago

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. Access the Patient Email Tab

At the top of the note, click on the Patient Email tab to access it.

3. Review, Edit and Save

Review and edit the email draft to ensure it aligns perfectly with your needs. Use the Magic Edit feature to quickly edit your note with AI. Make sure to click Save when you’re done editing.

4. Copy

Use the Copy Email button to copy the email and send it from your preferred email platform.


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