Send Correspondence for an Appointment

Overview

From an appointment, you can send SMS, Email, or letter correspondence.

Also, you can customize all these correspondence by editing their templates, style and content.

Note:

Before you send a letter, SMS or email, make sure your system administrator has configured templates and message types that pull in the current appointment details

Create a new correspondence

Right-click on the appointment.
Click Correspondence.
Select whether you want to send:
1. New SMS (SMS template message) (Refer to Send Bulk SMS for information on sending bulk SMS for all patients in the appointment list.)
2. New Custom SMS
3. New Email
Follow the screens through to send the SMS or Email Message.

Refer to Create a Letter Temp late in the System admin guide for information on how to create a letter template.