Messages

Use secure messaging for non-urgent patient communication, such as brief check-ins, resources, or appointment questions.

Send a message

To send a message:

Who appears in your patient list

You can message a patient when both of these conditions are met:

Note: View access or supervisory permissions alone do not provide messaging access.

Message indicators

Use messaging for non-urgent communication

PrecisionMind messaging is not for emergencies. Patients see a reminder to call 911 or go to the nearest emergency room for an urgent mental health crisis.

Tip: Discuss messaging boundaries and your availability with patients during intake.

Using messaging without the mobile app

Patients can activate their account and use secure messaging in the web portal. They do not need to download the mobile app.

Patients can also join telehealth appointments from an email link without activating an account. Account activation is required for secure messaging, self-scheduling, and completing forms.

You and your patients can use secure messaging to share files and clinical information.

What you can send

Note: Video files are not supported.

Attach a file

To attach a file:

Clinicians and patients can download files they receive.

Important: Confirm that you selected the correct patient before sending sensitive information.

PrecisionMind sends some patient messages automatically. Other messages must be sent by a clinician.

Invoices

When you send an invoice, PrecisionMind delivers it in two places:

You can track the invoice in the Payments section. Paid invoices are marked when the payment clears.

Treatment plans

When you publish a treatment plan and select Send to patient , PrecisionMind sends it through Messages . The patient can review the plan in the PrecisionMind app.

Appointment, form, and assessment reminders

PrecisionMind sends these reminders by email and app notification. They do not appear in the patient’s message thread.

Other messages

Clinicians send all other messages manually from Messages .

PrecisionMind shows notification indicators when a patient sends you a new message.

Find unread messages

Mark a conversation as read

Open the conversation. PrecisionMind marks it as read and removes the notification indicators.

You can remove a message after you send it.

Delete a message

To delete a message:

After you confirm, the message is removed from the conversation.

Tip: Review the patient and message before sending to help prevent accidental disclosures.

PrecisionMind keeps messages in each patient conversation so you can return to them later.

How long messages are kept

Messages do not expire or delete automatically. The complete conversation remains available unless a message is deleted.

You can use message history to: