How to Send a Patient a Message

Sending a Message to a Patient

You can send a message to any patient directly from their record. Jump supports both email and SMS (if Firetext is connected).

Opening the Message Composer

1. Open the patient's record
2. In the patient sidebar, click the Send Patient Message button (chat bubble icon)
3. A message composer window will open

Choosing a Channel

At the top of the composer, select your channel:

• Email — sends via your connected email provider (Jump Mail, Gmail, or Microsoft 365)
• SMS — sends via Firetext (must be connected in organisation settings)

Composing Your Message

1. To — the patient's email address or phone number is pre-filled from their record. You can edit it if needed.
2. Subject — for email only. Defaults to "Message from [Your Organisation]".
3. Message body — type your message in the rich text editor. You can format text, add links, and use merge fields like {{patient_name}} or {{first_name}}.

Tip: Type # followed by a shortcode to insert a saved snippet, e.g. #followup.

Adding Attachments

Use the toolbar buttons to attach content to your message:

• +Document — attach clinical documents for the patient to view
• +Questionnaire — send a questionnaire for the patient to complete
• +Appointment — include a booking link so the patient can schedule an appointment

Each attachment appears as a block in your message. The patient receives a single secure link to access everything.

Sending

Click Send to deliver the message. You'll see a confirmation once it's sent successfully.

The patient will receive your message with a secure link. They'll need to verify their email address before they can access any attached documents, questionnaires, or booking calendars.