Send an Email from Letter Writer

Compose an email using Letter Writer and send it.

About this task

You might want to use this method if you're creating a new letter for the patient and want to email it immediately.

Procedure

  1. Open the Letter Writer. Either:
    • Select Tools > Letter Writer.
    • Press F8.
    • In the Clinical front screen or the patient's Clinical window, click Letter Writer.
  2. In the Letter Writer, compose your letter.
    Tip:
    To use a template, if the New window is not already open, select File > New and select the required template. Click OK. Add data fields from the Data pane. For more information, see Fields, Data, and the Data Toolbar.
  3. From within the Letter Writer, either:
    • Click Email.
    • Select File > E-mail > Send. Click OK.
  4. In the Send Email window, in the Name field, enter a recipient.
  5. From the Email Address list, select the recipient's email address from your Address Book.
    Tip:
    If your patient has an e-mail address recorded, click Email patient to send the letter directly to them.
  6. Alternatively, click Email Other. Select a recipient. Click OK.
  7. In the Subject field, enter the subject of the letter.
  8. Select a format to send the letter as, for example, a PDF or RTF attachment, formatted text, or plain text.
  9. If you selected Attachment (PDF), in the File Name field, enter a file name for the letter.
  10. If you selected Attachment (PDF) and the file contains sensitive information, access should be protected by a password:
    1. Set Password Protect.
    2. Set either Patient DOB or Custom.
    3. If you selected Custom, add a password to the Custom field.
  11. Click OK.

Results

The email is sent.

The email action is added to the progress notes. If you included a custom password, it is included in the progress note. Recover the password from the progress note if required.