Patient Communications

Eva helps your team with much functionality including patient communications. Let us explore the basics of patient communications the patient portal, messages, emails, and documents.

Patient Portal

Eva’s patient portal houses a lot of functionality and accessibility for patients including full access to all patient notes, billing, images, referrals, a product store, and clinic messaging. A patient can directly message your clinic through their patient portal. Patients will message the clinic directly or groups created by the practice. Your practice can even turn on the capability for patients to message providers directly.

Patient Messaging Center

The message center is where your team will find all messages patients have sent through their portal and all open messages. You can access the center from the left-hand menu of Eva and look for the message icon.

Patient Dashboard

To start a new message with a patient go to their patient dashboard – top menu – messages. This is a patient’s individual message center. Once a message is created it will populate the patient’s dashboard and the patient message center so everyone is on the same page with communications and patients are successfully taken care of by the team.


Within Eva’s settings, your team can create groups for patients to communicate with through their patient portals. Examples of groups for patient communications include the front desk, medication refill, nurse, and billing. Many practices choose to have one group for patients to communicate with such as the ‘front desk’ and the individuals within the front desk group then delegate tasks internally to team members.

Eva’s Patient Emails

If you have access to Eva’s settings (role of manager or owner) then you’ll be able to access Eva’s internal email generator. To access the email generator go to settings-practice management-messages. From the content of the message block your team can create beautiful emails with the email generator to send to individual patients, groups of patients, or your entire patient load. From the tasks area within the patient dashboard, you can change the status of the task from open to in progress.

Check out the video below to begin understanding how Eva is your patient communication platform.



Patient Interactions (Appointments)

When you schedule a patient’s appointment in Eva, you are setting up the entire patient interaction for the visit. While scheduling an appointment your team will toggle on or off two appointment communication settings: 1. Send the patient confirmation email 2. Request Eva Core Interview. Toggling on an option prompts Eva to begin communicating with the patient.

Confirmation Email

Eva will send the patient a confirmation email three days before the appointment. If you’d like to change the number of days before an appointment the email is sent, you can set this within Eva’s settings under practice management. Once a patient clicks on the confirm appointment button, Eva will update the schedule and dashboard to show a confirmed patient appointment.

Eva’s Core Interview

Eva will also send an email requesting the patient to fill out Eva’s Core Patient Interview. This interview collects the patient’s history, family history, and symptoms and then documents this information in the patient’s chart. Eva’s Core Interview gives the medical provider further insight into the patient’s story by providing the results in a health score, a health graph, and a fully documented interview. This personalized interview saves the medical provider 90% of their documentation time while giving invaluable insight into the patient’s story – this is why it is essential that every patient has an up-to-date Core Interview.


A survey within Eva is a customized patient questionnaire. If you’d like a patient to answer specific questions prior to their appointment, creating a survey within settings will do this. Once a survey has been created it can be attached to any patient interaction. Once a patient is scheduled for that interaction, their confirmation email will include a link to the survey for the patient to fill out. The answers to the survey will be automatically documented within the patient’s chart.