Insights & communication
Use provider-client Mail
Start conversations, send messages or activity cards, manage drafts, and understand connection limits.
Start or continue a conversation
- Select the correct connected client before composing.
- Write the message, attach supported media or record audio when appropriate, and review before sending.
- A pending invitation blocks messaging until the client connection is active.
- Deleted messages can be restored only when the product offers the restore action and the record remains available.
Send an activity from Mail
Open the activity picker, choose and personalize an activity, then send it in the conversation. Confirm the activity belongs to the care plan and has clear follow-up.
Use message assistance carefully
Review any suggested draft or insight before use. Edit it for accuracy, tone, privacy, and the client’s current situation.
Important
Use established crisis and emergency procedures for urgent safety concerns, and communicate the practice’s Mail review timing to clients.