• Begin by finding the patient you wish to send a message to (How to find a patient)
  • Click on the blue 'Actions' button to reveal the menu
  • From the menu select either 'Send Email'
  • The message editor will open:
    • The interface is similar to that of a word processor; you can choose pre-selected formatting, change fonts, apply styles (bold/italic/underline), add  images & tables and more (Alt+0 displays the help screen).
    • Add a subject line to your email, you can personalise the subject with merge-fields. 
    • By default the message editor loads a blank template so that you can type your own message. If you want to use a template as the basis for your message, select one from the drop down list - if you have organised your templates into groups be sure to select the correct group first.
    • In the 'Send to' box select which email address you wish to use, the address marked as default on the patient record will be pre-selected. You can select multiple addresses.
  • Compose the message you would like to send - you can include merge fields in your message, they will be replaced with the data from the patient record before being sent.
    • To insert a merge-field, click on it in the list. You can find merge-fields by using the 'Search' box above the merge-field list. Searches take place within the selected group (to the left of the search box). Merge-fields will appear within square brackets in the message i.e. [[patient.salutation]]
  • Attachments can be added to email messages, select files by clicking the 'Choose files' button. Attached files will be displayed on screen.
  • To see how your message will look when it is sent, including the merged patient data, click the 'Preview' button - your message will be displayed in a new browser tab.
  • When you are ready, click the 'Send to patient' button followed by 'Yes, send'
  • If the message was sent ok, you will see the following message - the message will auto-close.
  • You can see all messages that have been sent to a patient by clicking the 'Correspondence' button on the patient record.
    • Click the document icon in the content column (shown in the red box above) to view the message that was sent.