Treatment Planning > Using the Case Presentation Module > Handling Case Presentations

E-mailing Presentations

To e-mail a case presentation:

1. In the Documents for window, select the presentation, and select an option:

2. Right-click and select E-Mail.

3. Select E-Mail from the Options section of the Express bar.

The SoftDent E-Mail window is displayed.

2. Select an option:

3. To send the e-mail to the patient, primary insurance company, 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:Type the recipient’s name in the Name field and the e-mail address in the Address field.

3. Type the appropriate information in the Subject and Message fields. A tree view of all documents, images, and charts associated with this patient is displayed in the Documents and Images section. Place the mouse over a presentation to view details.

4. Select the presentation to attach to the e-mail and click Add.

5. To remove a presentation from the Attached Images section, right-click the presentation and select Remove Image from the submenu.

6. To attach the PowerPoint viewer to the e-mail, select Attach PowerPoint Viewer.

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