You can send a message to any patient through the patient portal as long as:

📌 Note: Only your clinic can send the first message. Patients can then respond if you allow them to. When patients respond, they cannot upload any attachments to the conversation. Also, when you close the conversation, patients can no longer respond to the conversation.


1. Make sure the patient is allowed access to the patient portal. See Allowing patients to access the patient portal.

2. From the patient's chart, click Start/Open > Message Patient.

A New Message window appears.

3. Complete the message:

a) To use a pre-configured message template, click Template. See Creating a message template.
b) To include other clinic members in the message, click the To field and select the users.

c) In the Title field, type a message subject.
d) In the large text area, type your message.

💡 Tip: Using the format options at the top of the text area, you can format your text with bold, italics, strike-though, underline, add bullet points. You can also add tables, indent text and modify text alignment.

e) To attach chart information or other files, click +Add Attachment.

📌 Note: Attachments can be any file in the patient chart (including but not limited to, lab requisitions, results, forms, encounter notes, invoices, training/educational videos, qnaire data.) or a file uploaded directly from your device.

f) Select if you want to Allow patient to respond to this conversation. This box will already be checked if you have enabled the patient conversation responses.

4. Click Submit. The message is sent to the patient, and the patient is notified through email or text message.

Updated: October 18, 2021

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