Using HealthMail to Communicate with CS Group Participants

When using the Query Builder to create group notes, you are also able to create mass secure messages (HealthMail).

1. After running the CS Group Notes query, select all the participants by right-clicking, and click Select All to make all the names green.

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2. In the Select Action dropdown scroll and click Send Secure Message.

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3. The Mass Patient Message window will open allowing you to send a secure HealthMail message to all of your group participants.

To add an MS Teams meeting invite to this message:

1. Create the MS Teams meeting in Outlook:

   1. Open Outlook.

   2. Click Calendar.

   3. In the top menu bar click New Teams Meeting.

   4. Create a Title for your meeting.

   5. **IMPORTANT** Click “Send” to save this meeting in your calendar to make sure you can join the meeting yourself – if you did not add anyone in the “Recipients” you will then get this prompt:

      Click “Yes” to save the meeting in your calendar

2. Open the MS Teams meeting you just created in your Outlook calendar (double-click to open it).

3. Select ALL of the MS Teams meeting details and copy, do not close this meeting window yet.

    

4. Open the Mass Patient Message window (the HealthMail message).

5. Paste the MS Teams meeting details you copied in the message area.

6. Go back to the MS Teams meeting in Outlook again.

7. Right-click “Click here to join the meeting” and select Copy Hyperlink.
   
   

    

8. Go back to the Mass Patient Message and replace the Click here to join the meeting text with the link you just copied:

    

9. The link may appear unclickable to you but for the clients it is clickable, this is what it will look like on their Medeo dashboard:

    

10. You can paste any other links you’d like in the message and once you're happy with it, click SEND.