List of Topics

Opening the Instant Messenger
Choosing to email or SMS the patient
Insert existing message templates
Create new message templates
Adding documents to Email

Opening the Instant Messenger

With a patient selected from the Cortico Web Dashboard click the Cortico Plug-In Button in the Bottom right to open the Instant Messenger

[Back to Top]

Choosing to email or SMS the patient

Avoid opening up a separate software or email provider to send messages to your patient. Cortico's online booking process grabs the patient's latest email address and contact information.

[Back to Top]

Insert existing message templates

To standardize messages across your clinic, use message templates (also called canned responses) to pre-populate the message. This can be accessed using the "saved responses" button in the corner.

[Back to Top]

Create new message templates

Use this feature to create new standardized templates for your clinics, to avoid typing out regular recurring messages. In the "saved responses" button menu, you can click add a new response to save a new template. Using {{Patient Name}} or {{Clinic Website Url}} in the body of the text, you can automatically include the patient's name into the message or your clinic website.

[Back to Top]

Adding documents to Email

This feature is only available for email messages, not SMS text messages.

Adding documents from files located on your computer

Click this icon to add files that are found on your local hard drive.