Send a client message
Inbox and communication history keep the team from losing context across channels.
1. Open the conversation
Use Inbox or the client communication history. Confirm the household and recipient before composing.
2. Choose an available channel
Email requires a configured provider. Hosted SMS requires clinic activation, carrier readiness, and recorded client consent.
3. Review and send
Keep protected health and payment information out of unnecessary messages. Review delivery status and document any required follow-up.