Contact a client

Learn how to contact a client outside of a session via email, phone, or secure messaging.

Updated over a week ago

To contact a client, there are three options: Email, Phone, and Secure Messaging.


Email or Phone


To contact a client via email or phone:

  • Navigate to the Clients dashboard via the sidebar.

  • Search for the desired client and select their name.

  • On the client's profile, locate their email address and phone number in the client information card on the right side of the profile.

  • Use the information to contact the client using your practice's preferred email address or phone number.

Review a client's contact information

Secure Messaging


There are two ways to contact clients via secure messaging, and both are covered below. Please note the following before using the messaging feature:

  • You and your clients can share messages and files within your Grow Therapy accounts. All communication is encrypted and HIPAA-compliant.

  • You and your clients are notified about new messages in Grow Therapy and via email, so there's no need to worry about missing replies.

  • The messaging tool is not intended for emergency or crisis communication.

  • Clients needing to discuss billing, insurance, and other non-clinical issues should still contact support.

Messages dashboard

To contact a client using the messages dashboard:

  • Navigate to the Messages dashboard via the sidebar.

  • Select the New Client Message option at the top right.

  • Select the desired client from the dropdown menu in the Compose message prompt and select the Next button.

  • Next, input your message into the Compose a message field and add an attachment using the Attachment πŸ“Ž button if needed.

  • Finally, select the Send button when the message is complete.

The message is now sent and will appear in the messages dashboard of the client's Grow Therapy account. Additionally, the client will receive an email notification.

Client profile

To contact a client from their profile:

  • Navigate to the Clients dashboard via the sidebar.

  • Search for the desired client and select their name.

  • Select the Message client button at the top right of the client's profile.

  • On the Messages screen, input your message into the Compose a message field and add an attachment using the Attachment πŸ“Ž button if needed.

  • Finally, select the Send button when the message is complete.

The message is now sent and will appear in the messages dashboard of the client's Grow Therapy account. Additionally, the client will receive an email notification.

Message a client from their profile
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