Diary Administration to Communication (Web App)

Sending Emails is to facilitate efficient Communication by enabling the exchange of Messages, Documents, and Information between individuals or groups over the Internet.

• This user manual will start on the Debtor screen.

• Click on the desired Debtor.

• The Debtor sidebar will open.

• For more information regarding the Debtor sidebar, please refer to the user manual: Debtor Screen Sidebar: Navigation and Use
  
  
• Click on the Email button.

• 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.

• Search Medibase: 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 Medibase Search 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.

• 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.