Creating new Emails

Article author
Ryan
  • Updated

What is the context of the article?


Meddbase allows users to send and receive emails without having to leave the application. This helps to save time and ensure accuracy of information shared. The email function allows for documents to be attached, and even offers the option to send those documents securely using a validation code sent to the recipients mobile number, keeping security at the heart of what we do.

Please note: By default, manual emails are sent from the following email address [yourusername@meddbase.com]. 

For more information on configuring the email function within Meddbase please read the following article: Admin > Configuration > Email

What is the purpose of the article?


This article will guide you through the steps to create and send emails to other users manually from withing Meddbase.

Sending an email


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.

 

This will open 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.

Guidance on sending a secure attachment to users and patients can be found here: Sending an attachment as a Secure Link.

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. Click on the contact you would like to add and then click 'OK'.

For information about adding contacts view the Adding Contacts article.

Finally, you can also type email addresses manually, separating multiple addresses with a space.

Clicking ‘Send’ will send the email 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.

Review date


This article was last updated on 19th September 2024