Overview of Client Communication Methods

Email and SMS (text messages)

The client communication options in Provet Cloud include email and text messages (SMS), but the communication method(s) you can use with a specific client depend on the client-specific settings. In other words, you may be able to use only email, only SMS, or both with a specific client. You can view a client's whole email and SMS message communication history on the Communication tab of the client page.

Reminders

You can also use reminders as a method of communicating with clients. For example, you can send confirmation messages and reminders about upcoming appointments or set reminders to be sent at specific times for specific purposes, for example, follow-up visits or yearly check-ups. You can view the reminders set for a client on the Reminders tab of the client's page. You can add new reminders manually or create automatic reminders.

See Also

Send an Email to a Client

Send a Text Message to a Client

Create a Reminder Manually

Overview of Reminders

Create and Manage Automatic Patient Reminders

Client Communication Log

Updated

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