Communication and E-mail

(Updated) Practice Management tips and recommendations for COVID-19:

Practice Management tips and recommendations for COVID-19: With the spread of COVID-19, many users have contacted us for assistance adapting their practice management system to the new normal. We’ve put together a tutorial that consolidates information on a number of important functions that can help you navigate the current situation, that you may want to use in your clinic. If you have questions about COVID-19 itself, please contact your local health authority: Government of Canada’s CO...

How to use the Outbox to view previously sent messages:

How to use the Outbox to view previously sent messages: From time to time, you may wish to review a message sent from the communication > email area, or one of the automated system messages such as confirmations, reminders, etc... To do that, follow these steps: 1. Navigate to Communication > Email 2. Enter the e-mail address of the recipient of the message you are searching for in the search box, or leave this blank to search through all messages matching the remaining selected crite...

How to view sent SMS / Text messages

How to view sent SMS / Text messages Note: All SMS / Text are sent from a generic SMS number, which may change from time to time for fallback or redundancy purposes. For the convenience of your clients, automatic system messages such as appointment confirmations and reminders can also be sent by SMS / Text, delivering a short text message to the cell phone number in your client’s profile. From time to time, you may wish to view a previously sent SMS / Text message. To do this, begin by...

How to manually send an SMS message to a patient.

How to manually send an SMS message to a patient. Note: All SMS are sent from a generic SMS number, which may change from time to time for fallback or redundancy purposes. For the convenience of your patients, automatic system messages such as appointment confirmations and reminders can also be sent by SMS, delivering a short text message to the cell phone number in your client’s profile. From time to time, you may wish to manually send a custom message to a patient. To do this, begin by log...

How to edit the default SMS message content

How to edit the default SMS message content Note: All SMS are sent from a generic SMS number, which may change from time to time for fallback or redundancy purposes. For the convenience of your patients, automatic system messages such as appointment confirmations and reminders can also be sent by SMS, delivering a short text message to the cell phone number in your client’s profile. There are a number of system appointment related SMS messages that when enabled, are automatically sent out by...

Using the Email Editor?

Using the Email Editor! To make it easy to send more sophisticated email messages, the system's email tool uses the same content editor as the one used in the My Pages area, so you can use many of our content editor tutorials to spice up your images. Images, document links and links to website pages can be added to your email messages. Please refer to the following tutorials to help you enhance your email messages: Creating Tables for your Website! (https://mindzplay.ladesk.com/591627-Cr...

Working with Contact Information

To review the previous tutorial in this series, click here. (https://mindzplay.ladesk.com/299799-Working-with-Client-Profiles) To to back to the start of this series, click here. (https://mindzplay.ladesk.com/768702-System-Orientation) "WORKING WITH CONTACT INFORMATION" Welcome to the fourth tutorial in our “Getting Started” series. In this tutorial you will learn about the Communication section. The Communication Section provides tools to assist you greatly in the management of c...

Setting up your email on a mobile device

If you would like to receive email for your domain-based email from a mobile device such as a cell phone or tablet, you will need to setup the mail account on your mobile device and input the correct settings. In this tutorial, we will provide you with the correct settings, and the basic steps to add your mail to your mobile device. Account Type: IMAP Incoming mail server: mail.mindzplay.com User Name: account email address (something like name@yourdomain.com) Password:...

How to Send E-mail Messages?

Send e-mail messages using the system. The system allows you to send e-mail messages to your clients from inside the system either individually or to large groups.The system will automatically apply an email template that incorporates your website's colors into beautiful email stationary for both your personal and automated messages. To send a message to your clients............ Navigate to Communication >>> Email Choose who the message should be sent from. Selecting "Clinic"...

How to Save Email Messages?

**How to save email messages?** Messages you send to your clients frequently can be saved for re-sending later on. This tutorial covers how to create or remove saved messages. To save a message, navigate to Communication >>> Email Create your e-mail message as you normally would. You can find a tutorial on the email feature in general by _ clicking here. (https://mindzplay.ladesk.com/257217-How-to-Send-E-mail-Messages)_ Once you have entered your message, simply hit th...

How to Edit Automated Email Messages?

I would like to personalize the automatic email messages from my site? There are a number of system appointment related email messages that are automatically sent out by the system to your clients. These messages include: - Appointment Request Acknowledgment - Appointment Confirmation - Appointment Reminder - Appointment Cancellation - Appointment Conflict The content of each message is pre-defined and contains generic wording with clinic specific merge fields to reflect...

How to Create Email Groups?

"How do I set up emailing groups" To create Emailing Groups such as "Clients", "Suppliers", "Marketing Partners", etc. ... Navigate to Communication >>> Contacts Click the Group Email tab . Click the Add New button . On the resulting page give the group a name by completing the Group Name field. Select a contact to be included in the group by highlighting their name in the left column. Click the Add Arrow button to move them into the right column. Repeat Ste...