Quickly reach out to a patient directly from inside their Patient Profile. This article will walk you through How to Create a One-time JComm Email and Send it From the Patient Profile.
Step 1: Create a New Email Campaign
Hover over the icon then select New Campaign
Then select Email under Select Message Type, Custom under Select Template and Continue
Enter your Campaign Name then Build My Campaign
Step 2: Build an Email Template
Enter in your Subject and fill in the body of your email template
| Note: Email content and Subject can be edited prior to sending to the patient |
Once you've finished editing your email, under Select a Trigger set the dropdown menu to Sent Manually
Then under Scheduling, click the checkbox beside Ongoing and finally Set Campaign Live
Step 3: Send the Email
Inside a Patient Profile, under Contact Details select the icon beside Email
In the pop-up menu, under Campaign select your email template then Send Email
Editing the Email Before Sending
To edit an email before sending, select Preview & Edit
Make your changes then Save Campaign
The Result
The email has been sent to the patient.