Pilot / limited rollout4 min read
Client messages and conversations
Keep business communication connected to the relevant client record.
This workflow is in pilot or limited rollout and should not be assumed available to every business.
What this feature helps with
Keep business communication connected to the relevant client record.
Step-by-step
- Open Messages or the client profile's communication area.
- Choose an existing conversation or compose a supported message.
- Check the sender identity and recipient before sending.
- Confirm delivery status when provided.
Check your setup
- Separate operational messages from clinical information.
- Use only communication channels the client has agreed to.