← All updates
Introducing EngagedMD Messaging
The problem it solves
Clinical teams write the same message dozens of times a day — medication instructions, appointment confirmations, lab follow-ups — and send it twice when a patient has a partner. There's been no way to save the wording, no way to put both patients on one thread, and no way to tell whether anyone has read what you sent.
What's included
- Clinic-wide templates keep your team on the same page. Admins build a shared library of approved wording, organized by category, so anyone on staff can pull in language that's already been vetted.
- Staff can save their own templates, too. Anyone composing messages can create personal templates for the replies they send often, tag them to a category so they surface at the right moment, and keep them visible only to themselves.
- Partners on the same thread. Patients choose at first login whether their partner is included by default; your clinic sets a default for patients who haven't chosen. Staff can adjust recipients on any thread.
- See whether the patient has read it. A read indicator on each inbox row shows which recipients have read, and a "read up to here" marker sits in the thread. Patients don't see read state.
- Drafts, for staff and patients. Closing the composer keeps what was typed. Unsent messages, replies, and internal notes save as drafts, private to the person writing them.
- Messages route themselves by category. Each message category has a default assignee and watchers, so an inbound message lands with the right team without manual triage — and re-routes if the category changes.
Want help setting this up?
The help center walks through it step by step. Your Customer Success Manager can do it with you.