The Communication tab from the Timeline displays all sent emails and texts and all manually logged phone calls or other interactions. Read more about how to log a new client communication (such as a phone call or other interactions) in this article.
Overview
You can send a direct email or text message to the client by clicking on the 'Add new' button, followed by 'Communication update'.
Dictate your Messages
You can use the Dictate function for all communication types, using the Tails add-on. Find out more about Tails here.
Client Communications Templates
Use custom prompts to automate the client interactions even more. This feature allows you to:
Personalize Communication: Craft templates tailored to your clinic's specific needs, ensuring Tails will generate the desired message.
Streamline Workflow: Save time by quickly selecting from your custom templates during client interactions.
Manage with Ease: Access the template manager to add, edit, or remove templates as needed, keeping your communication tools organized and up-to-date.
Find out more about automating your client communications with Tails AI here.
Link Communications to Medical Records
Now, you can link your direct messages—emails, texts, and more—directly to a pet’s medical record! This helps keep everything in one place, so you can quickly review past conversations when handling a case. When downloading or sharing a medical summary, you can also include these message logs for a complete record of communication.
Associate Communications with Multiple Pets
For all Communication types, you can associate them with multiple pets of the same owner. By default, the pet selected here is the patient associated with the Health Card from where the action was started, but you can add multiple pets or remove the current one. The communication Update will be visible on the respective pets' Timelines.
Check out this article to learn more about centralizing all Notifications & client communication.
Send a Direct Email
For email types, type the subject, type (or dictate) your message, and add attachments, if needed.
Your emails can include rich text formatting, such as bold, italic, links, checkboxes, lists, tables and more. This makes your communication clearer and easier to read — for both your clinic staff and pet parents — ensuring important details stand out and nothing gets missed.
You can send the email to the client directly, or to other contact persons, or even referrals. Select from the list or start typing a new email address to send the message to someone new.
🚨 Please note that all messages sent through the platform are subject to this Messaging Policy, (i.e. messages relating to CBD are not allowed) (Forbidden Message Categories in the US and Canada (Short Code, Toll-Free, and Long Code).
Send a Direct Text/SMS
For text messages, you can type your message and click 'Send'.
You can send texts to a contact person instead or to any phone number, in the same way it works for emails.
Text markup/formatting (bold, italic, headers, tables, etc.) are not supported for texts. You can still paste links (such as payment links) to the message though.