Welcome email

What is welcome email and who gets it?

Welcome email is sent from TheraPlatform to users who subscribe to TheraPlatform and also to providers, staff and clients (patients), who are added on the platform/portal by the owner/admin of the practice.

Every time you add a new client to your caseload on TheraPlatform a welcome email will be sent to them informing your clients what your link to the portal is and how to set the password. Your clients can search their inbox with "Welcome to TheraPlatform" phrase to locate this welcome email.

Note: When you switch to TheraPlatform from another EHR, you can import your clients under Settings< Import and at the moment of import, we will not email your clients yet. You are in charge when we should email the clients you imported. Whenever you’re ready to send them a welcome email, go to Settings< Import and Click on “Click here” to approve welcome email.

How to disable welcome email?

If you don't want your clients to get any emails from us, you can mark their account as Don’t email (you will see this option when adding a new client at bottom of the pop-up box, where you enter client’s basic information). We don't recommend this option if you provide Telehealth as clients will not get emails to online sessions. 

How to resend welcome email?

You can re-send the welcome email to your existing patients (clients) by following these steps:

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the name of your client or start typing the name of your client in the top search Client bar to open the chart.

Step 3: Click on Account.

Step 4: Click on Send welcome email button (at the bottom of the form). A notification will show in the upper right corner informing you that the welcome email was sent to your client.