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Line drawing for the Messaging topic

Starting a conversation with a client

Write to a client first, from the inbox, their chart, or a video visit.

Who this is for: Clinician, Associate clinician, Scheduler, Practice manager, Practice administrator

Write the first message

  1. On Inbox, select New.
    The Start a new message sheet with the client search and the clients that match.
  2. Under Client, search for the client by name or number and choose them.
  3. If the client already has a conversation with the practice, the sheet says so and your message joins it. Otherwise you may give a Subject, and left blank it reads as a message to the client.
  4. Write your Message and select Send.

Tip: You can also write from the Messages area of the client's chart, and from the Messages tab during a video visit. It is the same conversation in each place.

Note: The client reads and answers in their portal, so they need portal access. See Giving a client access to the client portal.

Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.