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Communication Overview

InSched provides a comprehensive communication system for reaching patients through multiple channels: email, text messaging, and a secure patient portal. All communications are tracked and accessible through a unified history view. Staff can also read and answer the same conversations from any browser through the Unified Inbox in the Practice Web Portal.

Communication Channels​

Email​

InSched can send emails directly to patients using your practice's SMTP email service. Features include:

  • Compose and send individual emails
  • Mail merge for sending to multiple patients
  • Reusable document and signature templates
  • HTML email with preview before sending
  • Automated email surveys after appointments

See Email and Email Templates.

Text Messaging (SMS)​

Send text messages to patients' cell phones for appointment reminders, follow-up, and general communication. Messages are sent through the practice's main phone number using the PatientConnection service.

See Text Messaging.

Automated Messages​

PatientConnection sends appointment reminders by text and email — with confirmations recorded straight onto the schedule — plus birthday and newsletter emails. An optional AI chat assistant can answer website chat and text messages immediately, handing off to staff the moment they reply.

Patient Portal​

The PatientConnection patient portal provides secure online communication, including:

  • Secure messaging between practice and patient
  • Appointment confirmations
  • Online communication tracking

See Patient Portal.

Schedule Export​

Share your schedule through automated email delivery, Google Calendar sync, or Outlook integration.

See the existing pages:

Viewing Communication History​

Select View > View Recent Communications from the menu to see a log of all recent communications. See Recent Communications.

SMTP Email Setup​

Before sending emails, you must configure your SMTP email server. See SMTP Setup.