Why Use the Patient Emails Section?
The Patient Emails section provides a comprehensive record of all automated and routine email communications sent to or about your patient. This includes payment confirmations, medication reminders, and important system notifications. Reviewing this section helps confirm which messages were delivered, identify bounced or missed communications, and ensure patients stay engaged with their care plan.
📧 Every email is securely logged within the patient chart for easy reference and audit trails.
How to Access and Use the Patient Emails Section
1. Navigating to the Emails Tab
From the Patient Chart, select the patient whose emails you want to review.
In the patient’s workspace, click on the Emails tab (envelope icon).
2. Viewing and Searching Emails
Browse the chronological list of all email notifications.
Each entry shows the subject, timestamp, and status (e.g., Completed, Delivered, Draft).
Use the Search bar to quickly locate emails by subject or keyword.
Apply the status filter dropdown to refine results (Active, Completed, Draft, Processed, Dropped, Deferred, Bounce, Delivered).
3. Reviewing Email Details
Click any email subject to open its details panel. Here you can view:
Category (e.g., payment, medication notification)
Authored on (date/time)
Priority (routine, urgent, etc.)
Status (Completed, Delivered, Bounced, etc.)
Reason (if applicable, e.g., deferred or failed delivery)
4. Managing Emails
Use the three-dot menu (⋮) next to an email for available actions.
Example: Resend a notification if the patient did not receive it or if the status is “Bounced.”
Fields and Filters
Search Emails → Quickly locate a message by subject or keyword.
Filter by Status (multi-select dropdown):
Draft
Active
Delivered
Dropped
Deferred
Bounce
Stopped
Processed
Completed
Best Practices & Tips
✅ Check regularly: Review this section at least weekly to catch failed deliveries early.
✅ Confirm medication reminders: Ensure patients are receiving important dosage or refill notifications.
✅ Use filters smartly: Apply Delivered vs. Bounced filters to quickly verify successful outreach.
✅ Resend carefully: Only resend essential notifications to avoid overwhelming patients.
✅ Document follow-up: If an email bounces, follow up with a call or secure message to maintain continuity of care.