📝 Please note: The terms "calendar", "diary" and "appointment book" are used interchangeably throughout the Help Centre, and all refer to the space where you book and view appointments.
Can I send a correspondence from directly within the calendar?
You can send correspondence about a specific appointment while you are in the calendar - if for example, the patient has requested a manual digital reminder (we would recommend automating these where possible).
To send one manually, find the relevant appointment in the calendar, right click and select 'Send Email', 'Create Letter' or 'Send SMS'.
'Send Email' will always be available.
'Create Letter/Send SMS' will only appear if there is a patient associated with the appointment, and if your practice has active letter/SMS templates.
You will a list of templates to choose from. Select one from the list.
Selecting an SMS template will generate a preview of the correspondence. Check it and click to send the SMS.
Selecting a letter template will generate a letter ready for printing.
💡 Top tip: You can also manually send a correspondence by opening the appointment in the calendar and clicking the phone icon or printer icon in the bottom left.
