Creating new Emails

Article author
Ryan
  • Updated

In order to create a new email go to the Start Page. To the left hand side you will see the ‘Mail’ section.

Click on the ‘Inbox’ section to access the email functionality. To create a new email click the ‘New’ button on the top bar which will launch the ‘New Email’ dialogue box

This dialogue allows you to fill in the recipients, subject and body along with attaching any documents by clicking the ‘Attach’ button in the top left.

The email system will also automatically fill in the names of other users in the system, a suggestion box will appear when either first or last name are typed.

To add your own personal contacts to the message click the ‘To’ ‘Cc’ or ‘Bcc’ buttons to launch your contact browser (For information about adding contacts view the ‘Adding Contacts’ section). Clicking on one of your contacts within the browser will add them to the email.

When emailing a patient directly from a patient’s page you will also have access to the patient’s contacts, collaborators, insurer and employer contacts. Finally, you can also type email addresses manually, separating multiple addresses with a space.

Clicking ‘Send’ will send the email to the patient and move the message into your ‘Sent’ items. Clicking the ‘x’ button in the top right will save your draft for later editing in the ‘drafts’ folder.