Article 6 of 8
For solo providers only
How to manage practice email and messaging
Set the sender, templates, and office-message rules for your solo practice.
Open Practice settings → Email
Review sender details and select the email template you want to edit. Save your changes and use the test option when offered.
Open Messaging
Set your patient office-message rules and guidance, then save.
Use Chat for conversations
Return to Chat for actual patient conversations. Changing an email template or messaging preference is separate from sending a message.