How to Message a Client Who is Using the Patient Portal

  1. Click the Search icon
  2. Type Messages into the search bar. 
  3. Click to select Messages (My Office)
  1. Click the New icon.
  1. The Message Detail screen will open. Click the Magnifying Glass icon to search for the client.
  2. Perform a client search, select the correct client, and click select. 
  1. 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
  1. Enter a Subject.
  2. Enter the body of the message.
  3. Click the Send Envelope button.