Using the SoftDent Charting Module

E-mailing Charts

You can e-mail a chart from the charting module or practice management software. You can include any patient images or documents that have been saved using the document manager.

• A 3D volume cannot be e-mailed, due to its size.

To e-mail charts or images associated with a patient record:

1. Select an option:

2. On the Restorative, Exams, Clinical Imaging, or Treatment Planning tabs when a patient’s chart is displayed in the Chart for window:Select E-mail this patient’s chart from the Common toolbar.

3. On the Restorative tab when a patient’s chart is displayed in the Chart for window:Select Chart > Patient Documents and Images. The Documents window is displayed. Select the image, and click E-Mail.

4. On any tab in the Chart for window when a patient’s chart is displayed:Select File > E-Mail Current Chart.

5. On any tab in the Chart for window when a patient’s chart is displayed:Press Ctrl + E.

6. In the Patient List window:Select a patient and select Documents from the Options section of the Express bar or the Options menu. The Documents window is displayed. Select the image, and click E-Mail.

7. In the Patient window:Select Documents from the Options section of the Express bar or the Options menu. The Documents window is displayed. Select the image, and click E-Mail.

8. In the Account List window:Select an account and select Documents from the Options section of the Express bar or the Options menu. The Documents window is displayed. Select the image, and click E-Mail.

9. In the Account window:Select Documents from the Options section of the Express bar or the Options menu. The Documents window is displayed. Select the image, and click E-Mail.

The SoftDent E-Mail window is displayed. The patient’s name and e-mail address are displayed in the Recipient section of the window.

2. Select an option:

3. 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 e-mail address associated with the party is displayed in the Address field.

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 information in the Subject and Message fields.

4. Select the document or image to attach to the e-mail and click Add. Place your 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 from the submenu.

6. Click OK (Send).