This article covers frequently asked questions about reviewing client and patient email and SMS from the Communication Logs.
For practices with Vello enabled only. See View Vello communications in Neo for additional information.
You can find the following communications in the client Communication Log:
- All emails sent to the email address in the client’s record.
- Emails sent granting 3rd party access to their patients’ records
- All SMS messages that are sent to the mobile number on the client’s record
- Online payment requests sent to an ad hoc mobile number.
For more detailed information, see Review client and patient communication log.
You can find the following communications in the patient Communication Log:
- All emails sent regarding the patient to the email address on the client’s record.
- Emails sent granting 3rd party access to the patient’s record.
- All SMS messages sent regarding the patient to the mobile number on the client’s record.
For more detailed information, see Review client and patient communication log.
Absolutely! You can filter the Communication Log by the type of communication: email or SMS. You can also use the Search box to filter based on a keyword.
The To, Description, and Staff columns are included in the search when using the Search box.
SMS messages that split due to exceeding the maximum character limit will show as separate entries in the Communication Log in descending order.
If the email or SMS was sent prior to the Communication Log feature release (December 16, 2021), these communications will be available only on the client Comm Log tab. This is due to the fact that prior to the release, email and SMS messages were only linked to an account by the client information.