Communicating with patients by email is an effective way to relay information. 

Sending an Email to a Patient

1. Open the record of the patient you wish to email.
2. Click on the email icon at the top of their record.
3. An Email Details prompt will open, where you can select several options,

   • The Provider and Specialist options can be used if merge fields containing provider or specialist information merge fields in the chosen SMS template.

   • If you are using a pre-created Email Template, select this by clicking into the blank field, then using the selection option to choose from your available options.

   • If added, the Category will be used for categorisation in the patient contacts tab.

   • The Subject line will be pre-populated if using an email template, alternatively, this will be used as the subject line for the email.

   • Email Signature can be ticked to add your practice email signature.

   • Click OK to continue and load the email editor.
4. The Create Email window will contain the information you have entered, including the email address of all recipients, the subject line and any content from any selected email templates.
   • You can amend the recipients, subject line and add any attachments.
   • The main section of this window will be your content area, where you can amend the text, add images, etc.
   • Use the View as dropdown option to switch between HTML and Text to gain access to text formatting options.
   • You can either use the Save as draft to save the draft to the patient record or click Send to send the email to your patient.