Using EncompassMessage


This feature is an add-on solution and requires setup by Eyefinity and may include additional cost. For information on how to get started, see our website.

With EncompassMessage, you can send text messages, emails, and group messages to patients. If you have more than one location, you can also switch between locations to manage messages and emails for that location. Finally, you can manage your Unsubscribe List to add a patient or resubscribe a patient if needed.

What do you want to do?

  1. Log into the Admin portal and click the Communication icon on the left side of your screen.
  2. Select the Communication drop-down menu and click Two-way Text.
  3. Click New Message and search for a patient.
  4. Choose the correct patient from the search results and click Select.
  5. Click the message icon (next to the Send button) and a list of Saved Reply templates displays. Click on the reply you want to highlight it and click Select. You can then edit the message as needed.

    Optionally, you can skip the Saved Replay templates and enter a free-form message of up to 160 characters.
  6. If you want to include "Reply STOP to opt out" in the message, check the box.
  7. Click Send.

When a new message is received, the bell icon flashes green until the new message is viewed.

Additionally, the browser tab with EncompassMessage open shows the number of unread messages. To ensure you don't miss new messages, open EncompassMessage in a separate tab next to your Encompass tab, rather than in a separate window.

  1. Log into the Admin portal and click the Communication icon on the left side of your screen.
  2. Select the Communication drop-down menu and click Email.
  3. Search for a patient, choose the patient record, and click Select.
  4. Make a selection from the Template drop-down menu.

    The system defaults to 'Custom Template', which allows you to type a free-form email message.

  5. Edit the template message as needed.
  6. Click Send.

When a new message is received, the bell icon flashes green until the new message is viewed.

Additionally, the browser tab with EncompassMessage open shows the number of unread messages. To ensure you don't miss new messages, open EncompassMessage in a separate tab next to your Encompass tab, rather than in a separate window.

Group messages are useful when a doctor is sick, out of the office, or to notify patients of weather-related closures.

  1. Log into the Admin portal and click the Communication icon on the left side of your screen.
  2. Select the Communication drop-down menu and click Appointment Group Message.
  3. Fill out the required form fields and select a template from the drop-down menu.
  4. Select the message type; choose either Text or Email.
  5. Edit the template message populated in the message field as needed.
  6. Click Send.

When a new message is received, the bell icon flashes green until the new message is viewed.

Additionally, the browser tab with EncompassMessage open shows the number of unread messages. To ensure you don't miss new messages, open EncompassMessage in a separate tab next to your Encompass tab, rather than in a separate window.

If your practices has multiple locations and you have given a user access to more than one location inbox, switching locations is simple.

  1. From the Admin portal, click on the user name at the top of the screen and select Change Location. The Select Office screen displays.
  2. Highlight the office you want.
  3. Click Select. The inbox for the office displays.

From the Communication menu, you can select Unsubscription to view email addresses and phone numbers that have been unsubscribed from EncompassMessage. You can also add a phone number or email to the Unsubscribe list or resubscribe a phone or email.

Adding to the Unsubscribe List

  1. From the Unsubscribe List, click Add to Unsubscribe List. The Add Patient to Unsubscribe List screen displays.

  2. Enter either the email address OR the phone number.

  3. Click Unsubscribe.

Resubscribe a Patient

  1. Locate the patient's email in the Unsubscribe List.

  2. Click Resubscribe. A message displays asking if you are sure you want to resubscribe the patient.

  3. Click Confirm to resubscribe.


If resubscribing a phone number, the patient needs to reply START or UNSTOP to begin receiving text communications again.

If you attempt to resubscribe a phone number, a message displays indicating the patient needs to take the above action. Click Cancel to close the message. You can then instruct the patient to reply.