If you want to send all of your clients an email in bulk, you can export all email addresses to a CSV file. Then you can copy the list and paste the addresses into the email template you wish to send. Here are more details.
1. Login to TherapyMate and click on Clients on the blue menu bar.
2. Click on the Export button.
3. Check the box labeled Email shown below.
4. Click the blue CSV button shown above.
5. Clicking the CSV button will create and download a CSV spreadsheet file. Depending on your browser settings, this file could get place or saved in your Downloads folder or on your computer's Desktop.
6. Open the CSV file. Here is an example of what that might look like. It will contain all of the email addresses for all of your clients that you just exported.
7. Highlight the email addresses in column A and copy them to your computer's memory or clip board (ctrl C or command C)
8. Create an email using your preferred email provider.
9. Paste the email addresses into the BC box (blind copy) that you just copied from the CSV file so a recipient doesn't see your entire list.
10, Enter an email address in the To box. For example, maybe your email address or one for the Practice.
10. Your email provider should separate the email addresses from your CSV file in the BC box automatically.
11. When you have your email content finalized you can send the message to your clients.