Send an E-mail from Letter Writer

Compose an email using Letter Writer and send that email.

Before you begin

You may 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, select File > New and select the required template. 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.
  4. In the Send E-mail 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. In the Subject field, enter a subject.
  7. In the File Name field, enter a name for the letter.
  8. Select a format to send the letter as: a PDF or RTF attachment, formatted text or plain text.
  9. 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.
  10. 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 the progress note if required.
Example email progress note with custom password