How to Create a new automated email.

How to create a new automated email in the email section of the client portal.
We are trying to manage the automated email.
It seems we can not create a new email and the only choices we have are:
1.- Welcome
2.- Appointment Confirmation
3.- Appointment Confirmation with Documents
4.- Video Appointment Confirmation
5.- Video Appointment Confirmation with Documents
6.- Appointment Declined (New Client)
7.- Appointment Declined (Existing Client)
8.- Client Portal Activation
9.- Document Request
10.- New Billing Document Available
11.- Invoice Past Due

Well this i not very flexible we need to created 2-3 more automated emails your 11 email templates are very helpful but need to created more in order to maintain a fluid communications with our patients.
We are limited by your choice of emails topics. So How can we created our own Automated email.

I read the Creating E-Mail Messages to Send Out

but it is a two years all topic, 5 months ago the last entry offers a solution that we will try

Go to Settings > Client Portal > Shared Documents and Files.
Click +Consent Document.
Add a document title and text.
Click Save.

But it seems is for consent documents andd not for information emails that is what we
want to do. Any help will be welcome.
Thanks

Ruth

January 25, 2021 22:50

Hi there, I'm happy to clarify. SimplePractice isn't an email provider. The emails we send to clients are no-response notifications messages, notifying them of an upcoming appointment, documents that are available or need to be signed in their Client Portal etc. If you'd like to reach out to your client and communicate with them through SimplePractice, we recommend sending them a Secure Message. To find out more about our Secure Messaging feature, click here: https://support.simplepractice.com/hc/en-us/articles/115003629583-Getting-started-with-Secure-Messaging

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How to Create a new automated email.

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