How to Write an Email to a Patient: Tips for Success

By Nate Lacson on Apr 25, 2024.

Fact Checked by Ericka Pingol.

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Importance of healthcare provider and patient communication

Effective communication between healthcare providers and patients is foundational to successful medical care. Clear and empathetic interactions build trust, a critical component in any healthcare relationship. After all, we're not robots that dispense medical advice—we're professionals caring for real people with unique needs and concerns. And no patient wants to leave their health at the hands of a stranger they don't trust.

However, being a professional does not necessarily make it easy to speak professionally. Imagine trying to write a professional email when, just five minutes into your shift, five different machines start beeping, a couple of phones start ringing, there's already a queue for admissions, and, yes, Mr. Jones is wandering down the hallway without his pants again. Difficult, right? Or how about this—a patient insists they followed their diet to the letter, but their blood tests sing a wildly different tune.

These moments test our resolve but also remind us why clear and compassionate communication is vital, not just in crisis but every day. Balancing professionalism with genuine care can feel like a tightrope walk over a comedy sketch at times, yet this balance can turn a routine email into a lifeline of support for a patient navigating the complexities of health and illness.

And so, we're here to help you write those emails—so that even when things get rough, you can keep your emails sounding nice and smooth.

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Tips for successful email communication with patients

Clear and concise communication is the key to a stronger patient-provider relationship. Let's delve into the specific tips that can help streamline and enhance your email communications with patients:

1. Select a professional email address

Establishing trust with your patients starts with the basics, like using a professional email address. An email that incorporates your name or your role within the practice sends a message of professionalism and reliability right from the get-go.

For instance, an email address like Dr.Kim@yourclinic.com or J.Alwyn.RN@healthcare.org makes it clear who you are and your role, enhancing your credibility before the patient even reads your message. It's like wearing your badge digitally—simple but effective. In contrast, a patient would probably think they got the wrong address if they saw xXxGamer99xXx@email.com or h1gh_sch0ol_qu33n or something similar—even Gen Z knows you should retire email addresses like these.

2. Construct a compelling subject line

The subject line is your email’s handshake—it needs to be firm, clear, and inviting. This is your first (and sometimes only) chance to grab your patient's attention, and it may decide whether that email is opened or sent to the spam folder.

A well-crafted and concise subject line should clearly summarize the purpose of the email, encouraging the patient to open and read it. For example, "Appointment Confirmation," "Lab Results Update," or "Follow-Up on Your Recent Visit" are all straightforward and set the right expectations.

Think of it as the headline of a newspaper article. The email might be overlooked or lost in a busy inbox if it's vague or overly cryptic. Also, avoid using caps lock or overly promotional language like "OPEN NOW" or "URGENT," which can come off as spammy. Instead, keep it relevant and personal, possibly even incorporating the patient's name, such as "Matty, Your Upcoming Surgery Details" or "Taylor’s Treatment Plan Update."

3. Personalize your greeting with the patient's name

Starting your email with a personalized greeting not only shows professionalism but also demonstrates your attention to detail and care for the individual. Addressing your patients by name helps to establish a connection and makes the communication feel more tailored and considerate.

For example, opening with "Dear Travis," or "Hello Ms. Swift," immediately makes your email more engaging. It shows that the message isn't a generic broadcast. This approach meshes well with referencing specific details from previous interactions, such as mentioning an activity they did or a food they ate that they brought up in your previous conversation. Such touches help to reinforce the relationship, reminding patients that they are not just a number, but a valued individual in your care.

Actually, mentioning the patient's name is not the end goal—what really works is paying attention to the patient. But mentioning the patient's name is just one way of showing that you really do pay attention. It is a simple yet powerful way to enhance trust and open lines of effective communication.

4. Be concise and direct for effective communication

When writing emails to patients, clarity and brevity are your best friends. Keeping your messages concise and direct not only respects your patients' time but also ensures that your communications are effective and straightforward. It also keeps you from overwhelming your patient with unnecessary details, which might sidetrack them or overstack their cognitive load.

For instance, instead of a lengthy exposition, use bullet points to break down information into digestible pieces. If you’re providing instructions for a new medication, lay out the steps clearly:

  • Medication Name: Take once daily before bedtime
  • Dosage: 100 mg
  • Purpose: To manage blood pressure levels

This format helps patients quickly grasp the key points without having to sift through dense paragraphs. Remember, most people aren't looking for a medical lecture in their inbox; they want clear, actionable information that they can easily understand and act upon. You can even include a TL;DR (too long; didn't read) version or a reminder at the end of your email about exactly what you want them to do.

5. Speak their language

Effective patient communication often hinges on your ability to present information in a way that is easily accessible. Imagine being in a conversation with a cybersecurity expert who uses intricate technical terms you're unfamiliar with—it's confusing and slightly intimidating, isn't it? That's how your patients might feel when they encounter medical jargon.

As such, avoid complex medical jargon that might confuse or alienate your audience and opt for plain language instead, ensuring your message is clear and your instructions are easy to follow. For example, rather than referring to a "laparoscopic cholecystectomy," you might explain it as "a minimally invasive surgery to remove your gallbladder." This approach helps prevent misunderstandings and fosters a better therapeutic relationship.

Using familiar words and phrases makes your emails more relatable and less intimidating. This adaptation in language shows that you are transparent and that you value your patients enough to keep them out of the dark, enhancing their trust and engagement with your guidance.

6. Provide clear instructions

When communicating medical information or instructions via email, clarity is paramount. It’s essential that patients understand exactly what is expected of them to ensure compliance and to achieve the best health outcomes. This means crafting your message in a way that leaves no room for misunderstanding.

For instance, if you're instructing a patient on how to prepare for a medical test, detail every step they need to take, such as fasting requirements, specific times for medication intake, or what documents to bring on the day of the appointment. Here’s how you could structure such an email:

  • Pre-Test Preparation for [Test Name]:
    • Fasting: Do not eat or drink anything except water for 12 hours before the test.
    • Medications: Continue taking your regular medications unless advised otherwise.
    • What to Bring: Please bring a photo ID and your insurance card.

Moreover, consider ending the email with an invitation to contact your office for any clarifications, reinforcing that support is just an email or phone call away. This approach not only helps in achieving compliance but also builds trust as patients know exactly what to do and whom to reach out to if they have further questions.

7. Ensure accuracy before sending your message

Remember how embarrassing it was to send misspelled messages to your professor? I bet you do. Ensuring that your email communications are free from errors is not just about professionalism; it’s also about maintaining trust and clarity in your relationship with patients. An email riddled with typos, grammatical errors, or incorrect information can confuse patients and diminish your credibility.

Before hitting send, take a moment to review your email carefully. Check for:

  • Spelling and grammar: Use tools like spell check or Grammarly to catch common errors. Even a quick read-through can prevent simple mistakes. Especially if you're using outdated speech-to-text software; "sick as hell anemia" sounds cool, but not so much in real life.
  • Accuracy of information: Verify that all medical details, appointment times, and instructions are correct. Misinformation can lead to serious misunderstandings—you don't want to be lumped in with some kooks on the internet!
  • Tone and clarity: Ensure that the tone is appropriate and that the message is clear and easy to understand. Avoid ambiguity that could lead to patients misinterpreting the advice.

Doing all these can take maybe a minute or two—but if you overthink your messages, you might take a bit longer. The benefits still outweigh that time spent, though, especially if you do spot errors!

8. Convey warmth and empathy when communicating

While email is a convenient medium for quick exchanges, it lacks the non-verbal cues that often convey warmth and empathy in face-to-face interactions. Hence, it's crucial to infuse your emails with a tone that helps bridge this gap, ensuring your patients feel supported and valued.

Here are a few tips to make your emails warmer and more empathetic:

  1. Use a friendly and approachable tone: Start with a warm greeting and use a conversational tone throughout the email. For instance, phrases like "I hope you’re feeling better today" or "I understand this can be a lot to process" can make a big difference.
  2. Show understanding and compassion: Acknowledge any difficulties or discomfort they may be experiencing. This can be as simple as saying, "I know this isn’t easy, but you’re not alone in this journey."
  3. Use encouraging words: Positive language can uplift the spirits of your patients. Phrases like "You’re doing great," or "We’re seeing some real progress here," reinforce a positive outlook.
  4. Personalize your message: Refer to past discussions or personal details that the patient has shared with you. This not only personalizes the email but also shows that you pay attention and care about their life beyond the medical charts.
  5. Sign off warmly: End your emails with a warm closure that invites further communication, such as "Take care" or "Looking forward to hearing from you." It’s a simple way to make them feel more at ease and connected to you.

9. Respond at your earliest convenience

Responding promptly to patient emails is crucial, particularly for those with pressing health concerns. Quick replies not only demonstrate your commitment to their health but also significantly alleviate patient anxiety. This reassurance is essential, especially when they are awaiting important medical updates or answers to pressing questions.

Moreover, a swift response fosters a sense of reliability and shows patients that you value their concerns. It sets a standard for effective communication, encouraging them to reach out confidently in the future, knowing they can expect a timely acknowledgment.

Responding within 24 to 48 hours, even if it's just to acknowledge the receipt of their email and assure a detailed response soon. When patients receive acknowledgement, it can make a significant difference in their experience and stress levels. This promptness not only strengthens the therapeutic relationship but also enhances your reputation as a dependable and caring healthcare provider.

10. Always include your contact details

Ensuring your email signature contains complete contact details is more than a formality—it's a crucial part of patient communication. By including your phone number, address, and other relevant contact information, you make it easy for patients to reach out for further clarification or to follow up on their care.

A comprehensive email signature offers patients convenient access to essential details without having to search through old messages or external websites. For instance, if a patient needs to reschedule an appointment or has a quick question, having your contact information readily available in every email facilitates smoother, quicker interactions.

Most email platforms like Google and Outlook allow you to set up a permanent email signature that automatically appears at the bottom of every email you send. This setup ensures you never forget to include it, maintaining consistency across all communications. It's a small detail that can significantly enhance the professionalism and accessibility of your practice.

Examples of patient email templates

Despite those numerous tips, writing emails can still be a bit of a chore, especially if you have to write and send more than a hundred a day. So to help you out, here are a bunch of templates that you might find useful:

Appointment reminder template

Subject line: Reminder: Upcoming Appointment with [Clinic Name] on [Date]

Email body:

Dear [Patient Name],

Just a quick reminder about your upcoming scheduled appointment with [Doctor's Name] at [Clinic Name] scheduled for [Date] at [Time]. We're looking forward to seeing you and assisting with your healthcare needs.

Please arrive about 15 minutes early to handle any updates to your paperwork. If you have any questions or need to reschedule, feel free to contact us at [Phone Number].

Thank you for choosing [Clinic Name]. See you soon!

Best regards,

[Your Name]

[Your Position]

If you use Carepatron, the platform will send appointment reminders to your patients automatically. You can customize the template, too. Just saying!

Follow-up email template

Subject line: Follow-Up on Your Recent Visit to [Clinic Name]

Email body:

Hello [Patient Name],

I hope this message finds you well. We want to ensure that everything is going smoothly after your recent visit to [Clinic Name] with [Doctor's Name] on [Date].

If you have any questions or if there's anything more we can do to assist you with your recovery, please don't hesitate to reach out.

Warm regards,

[Your Name]

[Your Position]

Annual check-up reminder template

Subjectline: Friendly Reminder: Schedule Your Annual Check-Up

Email body:  

Hi [Patient Name],

It's that time of the year again! We at [Clinic Name] are sending a gentle reminder to schedule your annual check-up. These appointments are crucial for maintaining your health and catching any potential issues early.

Please give us a call at [Phone Number] or reply to this email to set up your appointment. We're here to keep you healthy!

Take care,

[Your Name]

[Your Position]

These are probably the most common ones you'll send out. We have several templates for text messages, too—check them out if you're interested.

Simplify patient-provider communication with Carepatron

Communicating in the hectic healthcare industry often feels clunky, especially when the patients come pouring and the number on the inbox bubble starts hitting two or three digits. That's where Carepatron comes in, sleek and ready to modernize the way you connect with your patients and manage your medical practice.

At the heart of Carepatron's offerings is a stellar patient portal coupled with top-notch telehealth features, making your patient interactions as smooth as you want your morning coffee to be. The portal empowers patients to check their records, set up appointments, and get reminders. And for those who can't swing by? The telehealth feature brings your care to their screens, no matter where they are.

But Carepatron isn’t just about talking the talk; it walks the walk by streamlining those time-consuming admin tasks, too. With integrated scheduling, streamlined billing, and automated payment processes, it cuts through the red tape, leaving you more time to focus on patient well-being rather than paperwork.

So, if you’re looking to dial up efficiency and patient satisfaction, Carepatron is your go-to. It's user-friendly and effective and makes sure that every aspect of your communication is as clear and trouble-free as possible.

Jump on board and let Carepatron take the wheel—you'll wonder how you ever managed without it. Sign up today!

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