Share an invoice or appointment with a patient

Sharing from the invoice drawer

Open the invoice in the patient record, then choose Share with patient from the Actions section.

Jump opens the Send Message composer pre-filled with the invoice payment link and a short greeting. You can edit the message before sending and choose whether to send by email or SMS.

The link lets the patient view and pay their invoice directly.

Sharing from the appointment drawer

Open the appointment in the patient record, then choose Share with patient.

Jump pre-fills the message with the appointment manage link. The patient can use this to view their appointment, confirm attendance, or reschedule.

If the appointment has an outstanding questionnaire, a separate Share questionnaire action appears with a link specifically to the form.

Editing the message before sending

The message is pre-filled but fully editable — you can adjust the wording, add context, or change the subject line before hitting Send.