Receiving Email and Attaching to Patient Record

Article author
Kacper Gladys
  • Updated

Upon receiving an email you will be alerted by a notification box at the top of the screen, a sound prompting new activity, and a red icon next to your inbox.



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Click on the ‘Inbox’ link to go to your inbox and view your new mail. If the email contains a patient name and ID opening the email will prompt you to link the email to the patient account. This will add the email to the ‘Email’ tab on the patient’s home page, furthermore, any documents attached to the email will also be attached in this patient’s ‘Documents’ section.



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Please note this setting needs to be enabled under Admin -> Configuration -> Email -> 'Auto-confirm and attach emails to patient records.'



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