Communication tasks and message types

To use the different message types, client contact records must have the necessary information for the message types. For example, before a communication task can make email messages for a client, you must enter an email address in their contact record.

One configured communication task can use more than one message type. For example, one communication task can automatically make email messages, SMS messages, and letters. Thus, it is not necessary to configure one communication task for each message type.

This image shows a communication task that uses email, SMS, and printed letters:

Communication tasks and file attachments

If you use an email message type for a communication task, the communication task can include file attachments. As a result, each email message that the communication task automatically sends includes applicable file attachments.

Applicable file attachment types that a communication task can use include PDF documents and images.

The For Reminders/Automated Communication setting

A practice manager usually configures the communication tasks for your organization. But it is important for other staff to know about the For Reminders/Automated Communication setting that shows in contact records. ezyVet shows the For Reminders/Automated Communication setting adjacent to the email addresses and phone numbers that you enter in a contact record. If you select For Reminders/Automated Communication, a communication task can use the email addresses and phone numbers to make and send messages.

Configured communication tasks of a new ezyVet site

All new ezyVet sites have a set of configured communication tasks. A practice manager can use the configured communication tasks to quickly and easily start with communication tasks for their organization. Or they can use the communication tasks as a initial source to make communication that are more applicable to their organization.

Tip: The settings of the configured communication tasks can help a practice manager know the function of communication task settings.