Workflow Event Template: Send Email
Email/Electronic Mail can have attachments, such as a statement or communication, that can be sent to the patient in an electronic format with a message through a network and internet service. Allows the user to send electronic mail to the Debtor/Patient. The Hospital can send information to Debtors/Patients via Email.
- Click on the Email button to send a custom email to the Debtor.
- The Email - Workflow Event screen will open.
- Complete the fields with the relevant information:
- To: The Email address of the recipient who will receive the Email.
- Type in the Email address of the desired recipient.
Please Note: The To field will be filled automatically with the Email of the Debtor in the Debtor's file.
- A user is also able to select a Practitioner from the Medibase as the recipient of the Email.
- Click on the Search Medibase button next to the To field.
- The Search Medibase screen will open.
- For an explanation regarding how to search and select a Practitioner from the Medibase List, please refer to the user manual: Medibase List Search.
- Once the user has selected the desired Practitioner from the Medibase List the Practitioner's Email address will automatically be filled into the To field.
- Cc: Carbon Copy - Mailing addresses of other recipients who will also receive the Email as a reference to take note of the Email sent to the primary recipient.
- Bcc: Blind Carbon Copy - A copy of the original Email will be sent to the added mailing addresses without the primary recipient's knowledge, which is used for privacy purposes.
- Subject: A single line of text that informs the recipient what the Email is about.
- Click on the Free Text Box, once the previous fields have been completed.
- Type in the message that the user wants to convey to the recipients of the Email.
Please Note: The Free Text box does not contain a character limit.
- Click on the Close button to exit the Email - Workflow Event screen without sending the Email.
Please Note: Once the Close button is clicked all the information on the Email - Workflow Event screen will not be saved.
- Click on the Close button to exit the EMAIL - Workflow Event screen without sending the email.
- Click on the Send button to send the email to the desired recipient and exit the EMAIL - Workflow Event screen.

Last modified: Friday, 3 March 2023, 7:54 AM