Communicate with patients in real-time informing them of updates, sending forms, rescheduling appointments and more with Legwork Practice Marketing.
Navigating to Patient Messaging
- Quickly communicate with patients using the Message button.
Sending a Text Message
1. Click the Message button
2. Select New Text
3. In the Recipients field, type or select the name of the recipient from the dropdown
4. OPTIONAL: In the Templates field, select a premade template from the dropdown
5. In the Message Body field, create a customized message
6. OPTIONAL: Click the Preview button in the lower left corner to view the message before sending
7. Click Send Text in the bottom right corner
Sending an Email Message
1. Click the Message button
2. Select New Email
3. In the Recipients field, type or select the name of the recipient from the dropdown.
4. OPTIONAL: In the Templates field, select a premade template from the dropdown.
5. In the Message Subject field , create a customized subject line
6. In the Message Body field, create a customized message
7. OPTIONAL: Click Preview button in the lower left corner to view the message before sending.
8. Click Send Email in the bottom right corner
Personalizing Messages
Personalize your message to increase patient engagement.
1. Click the Personalize button.
2. In the Personalization Token dropdown, Select a Token by typing or scrolling through the selectable options list.
3. Select a token and click Insert.
4. Token will appear in brackets within your template.
5. Optional: Click the Preview button to view changes.
TIP: For email messages, hover your mouse over each icon in the toolbar to view additional customization options.
Email Toolbar
Personalize button in SMS Messages
Select a token dropdown list view
Message Preview
Navigating to Group Patient Messaging
Send a message blast via text message or e-mail to all of your patients.
Email Message Blast
1. Go to Reports
2. Select Patients
3. In the top right corner, click the Paper Airplane icon
4. OPTIONAL: In the Templates field, select a premade template from the dropdown
5. In the Message Subject field , create a customized subject line
6. In the Message Body field, create a customized message
7. OPTIONAL: Scroll down and click Preview in the lower left corner to view the message before sending
8. Scroll down and click Send Email in the bottom right corner
SMS (Text) Message Blast
1. Go to Reports
2. Select Patients
3. In the top right corner, click the Text Bubble icon
4. OPTIONAL: In the Templates field, select a premade template from the dropdown.
5. In the Message Body field, create a customized message
6. OPTIONAL: Scroll down and click Preview in the lower left corner to view the message before sending
7. Scroll down and click Send Email in the bottom right corner