- Click the Search icon.
- Type Messages into the search bar.
- Click to select Messages (My Office).

- Click the New icon.

- The Message Detail screen will open. Click the Magnifying Glass icon to search for the client.
- Perform a client search, select the correct client, and click select.

- In the To field, click the dropdown arrow and select the client from the list.
- Note: The client will only show if the client is a patient portal user). DO NOT SEARCH (if you search, you won’t find the client) – MUST CLICK DROPDOWN

- Enter a Subject.
- Enter the body of the message.
- Click the Send Envelope button.

- Last Updated: January 27, 2025