You can quickly send documents, text messages, letters, or files to referrers or professional contacts and organizations anytime – all within Halaxy.
Tip
Looking to send a patient’s health record? You can share clinical notes directly from a patient’s Clinical Notes page.
Note
Message history records all sent emails and SMS exchanges with professional contacts and organizations.
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Click Contacts > Professionals.
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From the list, click a contact’s name to open their profile.
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In the profile, click the contact’s email address or mobile number displayed as a blue hyperlink.
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In the pop-up, enter your message. You can configure some options:
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Select a practitioner and communication template for your message.
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Email only: You can attach a file, add a subject line, and add CC and BCC email addresses.
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SMS only: Select whether the SMS is one-way (recipient cannot respond) or two-way (recipient can respond). To send a two-way message, you must have a dedicated number subscription.
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Click Send. (For email, you can schedule the email to send later by clicking the dropdown next to Send and select Schedule Send.)
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Click Contacts > Organizations.
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From the list, click the organization name to open its profile.
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In the profile, click the organization email address or mobile number displayed as a blue hyperlink. (Note: If an organization has contacts stored, you can click the contact’s details to message that specific contact.)
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In the pop-up, enter your message. You can configure some options:
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Select a practitioner and communication template for your message.
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Email only: You can attach a file, add a subject line, and add CC and BCC email addresses.
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SMS only: Select whether the SMS is one-way (recipient cannot respond) or two-way (recipient can respond). To send a two-way message, you must have a dedicated number subscription.
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Click Send. (For email, you can schedule the email to send later by clicking the dropdown next to Send and select Schedule Send.)
Updated