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You cannot send individual client emails directly from the system. The email links within the system are shortcuts that open your device’s email client, allowing you to send from your preferred address.
The system’s mass email feature lets you compose and send messages to groups of clients or to all clients at once. These emails are typically newsletters or important updates for your groups or practice (such as new services). Mass emails are saved to your account after sending, and you can also save drafts until you’re ready to send.
No. Only mass emails composed and sent through the system are saved to your account after sending. Individual client emails sent via your device’s email client (opened by the system’s email links) are not stored in the system.
No. You cannot send individual client emails directly from the system. The email links in the system are shortcuts that open your device’s email client so you send from your preferred address.
Clicking an email link opens your device’s email client. That lets you compose and send the message from your preferred address, rather than sending it through MCO.
Yes. The system’s mass email feature saves emails to your account after you send them, and you can also save mass email drafts until you’re ready to send.
Use the mass email feature for group communications such as newsletters or important practice-wide updates (for example, announcing new services).