Sending an Email to a Client

An envelope button is shown next to the client's name on the client and consultation pages when sending email is enabled. If not enabled, the envelope icon does not include a link to open the email dialogue. The Tools menu in the top right-hand corner of the client and patient page also includes an option to send an email.

  1. Select the envelope button (or Tools > Send email). The Send email dialogue opens.
  2. If your clinic has several departments, select your department from the From drop-down list.
  3. The client's email address is automatically added to the To field, but you can change it or add more email addresses.
  4. Add a Subject and write your message in the Email text field. You can also use templates if they are available. The email logo, header, footer and colour theme are defined in the department settings.
  5. In the Related patients field, you can select the client's patient(s) that the message is related to.
  6. You can add attachments to the message if available (files saved in the client and patient records are available). Use the Show/Hide button to view or hide available attachments.   
  7. Select Send.

send_email.jpg

email_dialogue.jpg

See Also

Overview of Client Communication Methods

Send a Text Message to a Client

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