Email Invitations

Hale makes it easy to send patients personalized email invitations inviting them to connect with you and providing instructions for getting started.

To access your patient panel and invite your patients to Hale:

  1. Open the Settings Panel by clicking the gear icon in the top-right corner of your dashboard.
  2. Select Patients under the Team header in the left-hand menu.

From here you can view all patient records connect to your team on Hale.



Sending Individual Invites

To send an invite to a particular patient, find their name in your Patients list (or search for them in the search box at the top of the list) and click ‘Send Invite’. They’ll receive their personalized email invite in just a few moments.

Bulk Invites

You can also invite all of your patients at once: simply click the ‘Invite All Inactive’ button at the top of the Patients page. This will send invitations to all patients with a known email address.

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