Welkin supports sending and receiving emails with patients directly from the Care Portal. Email is integrated into the Communication Center and patient profile, keeping all correspondence in one place.
Open the patient profile or go to the Communication Center
Click + New Message and select Email
Confirm the patient's email address
Enter a Subject line
Compose the email body
Optionally attach files or use a template
Click Send
The following file types are supported as email attachments:
Images: JPG, JPEG, PNG
Documents: PDF, DOC, DOCX
Spreadsheets: XLS, XLSX, CSV
When a patient replies to or initiates an email:
The email appears in the Communication Center inbox
The email is linked to the patient's record and stored in their communication history
A notification is sent to the care team member assigned to the conversation
Attachments in supported formats (images, documents, spreadsheets and HTML) are accepted and stored
Use pre-written email templates to maintain consistent messaging. Click the Templates button when composing to select a template. See Communication Templates.
For communications that contain protected health information (PHI), your organization may use Secure Email powered by Paubox. Secure emails are encrypted end-to-end. Recipients receive an email notification with a secure link to read the message.
To use Secure Email, select Secure Email as the channel when composing. See Paubox Setup and Functionality for configuration details.
All sent and received emails are stored in the patient's Communication tab. You can search the email history, filter by date, and view full email threads.
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