Send an Email

Why Use This Function:

Sending emails allows the practice to communicate with intended recipients electronically. 

Emails can include attachments such as statements, invoices, or other communications, ensuring that important information is delivered quickly and efficiently.

This improves convenience, supports workflow automation, and enables the practice to communicate directly with debtors and patients without printed documents or manual delivery. It also creates an audit trail by recording communications sent by the system for future reference and accountability.

💡Please Note: Emails can be sent from several places within the system, where the Email button is available.

• This user manual will start on the Email - Add/Edit Workflow Event screen.

• Click on the Template drop-down and select a template. 

• • For setup, please see Workflow Event Template Setup: Email.

• Complete the fields with the relevant information: 

• • Click on the To field to add an email address 

• Click on the Secure Email button to encrypt the email.

• • For further details, see How to Send a Secure Email.
    
    

• Click Search Medibase to add the email address of a practitioner listed on Medibase.

• • For information, see Medibase List Search.

• Click on the Cc field to add all recipients. 

• Click on the Bcc field to enter the email addresses of additional recipients who will receive the email privately. These addresses are hidden from other recipients.

• Click on the Subject field to enter a single line of text that informs the recipient what the email is about.

• Click on the Email Body field to add the contents of the email.

• Click on the Attachments button to add files or images from your device, or to attach the latest debtor statement and/or invoice to the email.

• Click on the Send button to send the email.