Sending a Personalized Email to a Patient

Version: This functionality is available in 7.0.162 and above.Specifically, 7.0.162.56 and above.

patientNOW allows you to send an email directly from the patient's chart, document in Patient Communications that the email was sent, and save a copy to Patient Documents. Before sending, you must have both the practice and the user configured. For additional information, check out .Configuring Email in patientNOW

Create an Email

Make sure that the patient is in focus on the blue id bar.

Navigate to Patients | Document Creation.

Select Create a New Document, then Create an Email Document.

Select the Email Template.

The Email Pop-out Dialog

Complete all of the following (if applicable) before selecting Send. Once you send the email, patientNOW will document that you sent the email in the patient"s chart. For additional information, check out Documentation of Email Sent to Patient

• From. Last Name, First Name, and Email address entered for the logged on User in Administration | Users/Roles, User Info tab. For additional information, check out
• To. Patient's email address entered in Patients | Registration/Billing, Contact Information, tab. You may add additional recipients in the CC/ Be sure to separate multiple recipients with a comma or semicolon.
• Subject. Display Name on the Email Document Template in Administration | Document Templates, Email Templates tab. You may change it here before sending.
• Attach. You may attach any document previously saved to your computer and send it with the email. If you need to send documents from the patient's chart, you will need to use the Release of Information section.
• Email Content. Email Document Template in Administration | Document Templates, Email Templates tab. You may change it here before sending.
• Signature. Email Signature from the User in Administration | Users/Roles, User Info tab. For additional information, check out Configuring an Email Signature for a User