Patient Email Address

Patients can have one or more email addresses, which are saved in their patient file, and can be entered or edited there.

You can also enter or edit email address information from the email windows themselves.

For example, if you receive an email message from a patient, when you click the File button at the bottom of the Inbox, it will open the File Email window:

If the email address corresponds to that for a patient, the "File to patient" field will be automatically filled with the patient's name, and all you need to do is click the button, unless you wish to also file the email to a specialist, or make changes to the patient's email address.

If there is no match, you can select the patient using the button or scroll through patient names using the buttons.
The field will also be active, and the email address will be automatically added to the patient's file when the button is clicked.

Primary email address

Note that in the "Patient's existing email addresses" field, if there is more than one email address, you can indicate which is the primary (default) address, by clicking in the checkbox next to it, so that it is ticked. This is the address that will be used by default for email such as automatic appointment reminders. You can still send email to other addresses (such as the patient's business email), but this must be done by selecting the address when you create the message.

To manually add an email address

1. Click the button in the 'File Email' window; the following window will be displayed:

   

   	Email address	Enter the patient's email address.
   	Contact	Enter any text you wish to describe the contact type.
   	Location	Click the button corresponding to this email address's location.
   	Send outbound emails to this address	Click this checkbox if you wish all outbound email messages to go to this address.

2. Click the OK button when you have finished entering the details, or click to exit without saving the details.

To edit an email address

Highlight the address to be edited in the File Email window, then click the Delete button to display the Edit Email Address window. The window and details are essentially the same as the Add Email Address window described above.

To delete an email address

In the File Email window, highlight the address to be edited, then click the Delete button to delete it.