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Understanding automatic messages

Learn which patient messages Allia sends automatically and which messages you send yourself.

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

Invoices

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

  • Email: The invoice is sent to the patient’s registered email address.

  • Messages: The invoice and Stripe payment link appear in your conversation with the patient.

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, Allia sends it through Messages. The patient can review the plan in the Allia app.

Appointment, form, and assessment reminders

Allia 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.

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