Sending an E-mail

You can e-mail patient images, charts, and other documents to labs, referring doctors, insurance companies, and patients.

You can send an e-mail from any of the following windows:You can send an e-mail from any of the following windows:

Account
Patient
Provider
Referring Doctor
Employer
Insurance Company
Insurance Plan
Claim
Pharmacy
Documents For
Chart For
Other Facility

Before attempting to send e-mail messages and attachments:Before attempting to send e-mail messages and attachments:You must establish your e-mail program as the Messaging Application Program Interface (MAPI) client. For more information, contact your system administrator.

To send an e-mail message or attachment:

Select an option:
In the appropriate window:In the appropriate window:Select Send an e-mail in the Power Bar.
In the appropriate List window:In the appropriate List window:Select a record and select Send an e-mail in the Power Bar.

The SoftDent E-Mail window is displayed.

Select an option:
To send the e-mail to the primary insurance company, 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, 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.

The Recipient drop-down list is only enabled if you access this window from the Patient List, Patient, Claim List, or Claim windows. When this drop-down list is enabled, the recipient’s name and e-mail address are automatically displayed in the appropriate fields.

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.

To carbon copy or blind copy another e-mail recipient, type the e-mail address in the appropriate field.
Type the information in the Subject and Message fields. If a recipient is selected, a recipient greeting and a list of attachments and file locations are automatically added to the field.

A tree view of all documents, images, and charts associated with the record is displayed in the Documents and Images section. Hold the cursor over an image or document to view details.

Select an option:
To attach a document or image to the e-mail:To attach a document or image to the e-mail:Select the object and click Add. Hold the cursor over an image in the Attached Images section to view details.

You can attach documents to an e-mail only if the feature is accessed in the Patient List, Patient, Claim List, or Claim windows.

To remove an image from the Attached Images section:To remove an image from the Attached Images section:Right-click the image and select Remove Image.

To view the e-mail, click MAPI Client.
To send the e-mail, click OK (Send).
Select an option:
To add a contact for the e-mail:To add a contact for the e-mail:Click Yes. The Contacts for window is displayed. Type the appropriate information in the fields, and click OK.
To close the message:To close the message:Click No.