Other than the Patient Engage Dashboard, where can I send one-off text and email messages?
You can send one-off messages through the patient's Details page next to their cell phone number or email address. To learn more, read Viewing and editing a patient's details page.
Can I save a list of patients for future use in one-off messaging?
No, you must customize, create, and edit your recipient list each time that you initiate a one-off message. You can save the one-off message itself as a template for future use.
What do I need to know about client communication preferences?
For information on how your patients prefer to receive communication from your office, read Setting patient communication preferences.