To Email a Patient Using the Email Toolbar Button

To Email a Patient using the Email toolbar button

1. Select a patient in the Patient File window.
2. Click on the Toolbar button to open the Email Details window:

   

3. Select a Provider if the email is to contain merge fields relating to that Provider.

   By default this will select the patient's usual Provider, but you can use the Selector buttons to change the selection if required.

4. Select a Specialist using the Selector buttons if the email is to contain merge fields relating to that Specialist, otherwise leave the Specialist field blank.

   When the Specialist field is populated, the Email the Selected Specialist checkbox is available, so you can check (tick) this if the Specialist is to be copied on the email.

5. Email template: Select the required Email template using the Selector buttons . Email Templates are discussed in detail in the Configuration Section.

   Use the Category and Description fields to help group and identify email messages in the Contacts screen and elsewhere in EXACT.

   Description: A default description for the template will be shown once you select the template.

   If required enter a detailed Description in this Description field, e.g. ‘Dentures reminder 15^th November’.

6. Include Email Signature: Check (tick) the Include Email Signature checkbox to optionally include the email signature or footnote (if one has been set up in Email Parameters).
7. Click OK to send the email message. Depending on your email setup, the message will either be sent immediately or added to the queue for outgoing email.