Messaging Your Clients

Sending secure messages to your clients is an essential part of serving them successfully.  Therapyzen makes conversations simple for you, your team and your clients.

1. Sending a message:

To send a client a message, start by navigating to the messaging area.  Locate the messaging icon located in the header of therapyzen and click to open.

2. Create a new conversation:

From the main messaging area, use the client search and messaging text box to start a new conversation with a client.  After selecting a client and entering your message, click the Send button.

3. Maintain an ongoing conversation:

Use the list of ongoing conversations to the left to read and reply to clients previous messages.  

4. New message notifications:

The messages icon in therapyzen's header bar will notify you of new messages and how many await you. 

4a. New message notifications (for clients):

Clients will receive an email notification informing them they have new private messages from your practice.  They will be prompted to sign in to access them.  If your client has not yet activated their portal account, they will be prompted to complete their portal activation first.