Using the Documents Tab > Using the Document Manager
To email a document or image:
In the Documents for window, select the document or image and click Email. The SoftDent Email window is displayed.
Select an option:
To send the email to the primary insurance company, the primary insurance plan, a lab that has an open lab case, or a referring doctor associated with the patient, select the party from the Recipient drop-down list.
To send the email to another party, type the recipient’s name in the Name field and the email address in the Address field.
Type information in the Subject and Message fields. A tree view of all documents, images, and charts associated with the patient is displayed in the Documents and Images section. Hold the mouse over an image or document to view details.
To attach an additional document or image to the email, select it from the Documents and Images section, and click Add. Hold the mouse over an image in the Attached Images section to view details.
To remove a document or image from the Attached Images section, right-click the document or image and select Remove Image.
To send the email, click OK (Send).
Note: A 3D volume cannot be emailed due to its size.