Sending Messages to Patients from Filing
You can notify patients about their results or filed documents directly from the filing workflow. Messages can be sent via email, SMS, or in-app notification.
When to Send Messages
Common reasons to message a patient from filing:
- Normal results that need no action - reassure the patient
- Abnormal results - ask the patient to book a follow-up
- Document filed - let the patient know a document is available in their portal
- Action required - request the patient contacts the practice
Composing a Message
- Open the filing item (the patient must be matched first)
- In the actions panel, click Send Message
- The message composer opens with the patient's contact details pre-filled
- Choose a channel:
- Email - sends to the patient's registered email address
- SMS - sends to the patient's mobile number
- In-app - sends a notification to the patient portal
- Write your message or select a quick template
- Click Send
Quick Templates
Your organisation can configure message templates under Settings > Filing > Messages. Templates provide pre-written text for common scenarios, saving time when filing large volumes of results.
Message Log
All messages sent from a filing item are recorded in the Message Log in the actions panel. You can see:
- Message content
- Channel used (email, SMS, in-app)
- Timestamp
- Delivery status
Messages are also recorded in the filing audit trail.
Tip: Use quick templates for routine normal results to speed up your filing workflow. You can customise templates to match your practice's communication style.