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Messaging

Updated: August 2026

Table of contents
  1. Overview
  2. Initial Setup Checklist
  3. Signing In
  4. Dashboard
  5. Patients
  6. Appointments
  7. Session Notes
  8. Messaging
  9. Invoices & Receipts
  10. Store: Gift Vouchers & Treatment Series
  11. Expenses
  12. Documents
  13. Tasks
  14. Analytics
  15. Leave & Closures
  16. Blocked Time
  17. Notifications
  18. Settings
  19. Message Templates
  20. Patient Portal
  21. Mobile Apps
  22. Things to Set Up Before Going Live
  23. Patient Status Quick Reference
  24. Common Questions

Messaging is asynchronous — like email, not live chat. There is one thread per patient.

8.1 Sending a Message

Go to Messages → select the patient thread → type your message → press Enter or click Send.

When you send a message, the patient receives:

  • An in-app notification (visible in their portal)
  • An email notification (if they have an email address and their status allows notifications)
  • A WhatsApp notification (if opted in)

8.2 Attaching Files

Click the paperclip icon in the message composer to attach a file. Attachments are uploaded to secure storage and accessible via the message.

8.3 Reading Patient Messages

When a patient replies, you'll see an unread-message count badge on the Messages item in the sidebar (web) and on the More tab (mobile). Open the thread to read and reply — the badge clears when you view the thread.

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Messaging · Healix