Using the Document Manager > Managing Documents

E-Mailing Images in an FMS or Context

In both the Documents for window and the SoftDent E-mail window, images belonging to an FMS or context are displayed in a standard document tree.

• This example uses an FMS, but the software handles images in a context in the same way.

To e-mail FMS images in the Documents for window:

1. In the document tree, do one of the following:

• Click the plus sign in front of the FMS, select an image, and click E-Mail. The SoftDent E-Mail window is displayed.

TIP:TIP:You can also select an image below the FMS, right-click, and select E-Mail.

• Select an FMS and click E-Mail.  A message is displayed, stating that the FMS is too large to e-mail. Click OK. The SoftDent E-Mail window is displayed.
  In the Documents and Images section, the document tree is expanded and the FMS is selected. Select the image you want to attach and click Add.
   

2. Select an option:

3. To send the e-mail 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:To send the e-mail 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.

4. To send the e-mail to another party:To send the e-mail to another party:Type the recipient’s name in the Name field and the e-mail address in the Address field.

3. 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. Place the mouse over an image or document to view details.

4. To attach an additional FMS image to the e-mail, select the image from the document tree in the Documents and Images section and click Add. Place the mouse over an image in the Attached Images section to view details.

5. To remove an image from the Attached Images section, right-click the image and select Remove Image.

6. To send the e-mail, click OK (Send).

 

Related Topics

E-mailing Documents