Emailing a Patient from Patient Finder Search Results
To quickly email a patient directly from your search results in the Patient Finder, follow the instructions below.
From the Patient Finder page, search for the patient you want to email. In your search results, find your patient and click the 3-dot icon
at the end of their row.Select Send email. This opens the Send an Email page.
Click Email Subject and enter a subject line for the email.
Tip
Since patients receive a lot of emails, we recommend making your subject line descriptive so patients are more likely to open it. For example, instead of "Just checking in," try something more detailed like "Post Root Canal Check-In".
Optional: If you'd like to CC or BCC anyone else in the communication, type their email address into the CC or BCC lines. For example, you might CC a patient's caregiver or a second parent.
In the Email Body box, type in the message you want to send to the patient.
Optional: Use the toolbar at the top of the Email Body box to format any part of the message.
Click Send Now.