You can send a saved item from within the contacts tab to a patient by email.

Email Patients Direct from the Contacts Tab

1. Load the patient record.
2. Click the Contacts tab at the top of the patient record.
3. Select the document you wish to send.
4. Click the email button at the bottom of the window.
5. This will open the Email Details window.
   • Select any Providers or Specialists as required.
   • Select an Email Template if you wish to use an existing template.
   • You can select the Category that the email will be stored under once the email has been sent or saved as a draft.
   • Enter a Subject for the email.
6. Click OK to open the email editor.
7. The attachment you originally selected will already be attached to your email.
8. Create your email and click Send when you are ready.
   • Or click Save as Draft to come back to it later.

⚠️Please Note: If a patient has the same email address as the one you are trying to email and they are not linked as family members you will be presented with the Multiple Patient Email Error prompt and will be unable to send your email until the error is resolved.