Communications
Learn about how you can communicate with your clients in-app
15 articles
- Syncing emailHow do I sync my Google email?
- Creating an inboxHow do I create an inbox?
- Sending, replying, and forwarding messagesHow do I send an email? How do I reply to an email? How do I forward an email?
- Accessing a client record from the inboxHow do I access a client's record from inbox?
- Assigning team to an inboxHow do I assign my team members to an inbox?
- In-app notificationsWhere can I find my in-app notifications?
- Adjusting your client's notificationsHow do I set my client’s notifications by email or SMS?
- How to schedule an emailHow can I schedule an email?
- Inbox settingsCustomize your shared inbox to suit your team's workflow.
- Secure messaging with CarepatronHow do I send secure messages to my team and clients?
- How do I take a screenshot on a Mac or Windows computer during troubleshooting?How do I take a screenshot?
- Will Carepatron have two-way SMS?Will Carepatron have two-way SMS?
- Setting up real-time captioning for your telehealth appointmentsDoes Carepatron support CART?
- SMS notification consentCan my clients turn off SMS notification?
- Unified Inbox: All your client conversations in one placeGmail, Outlook, and Secure Messages now flow into a single inbox