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E-mail 

Before you can send email, you have to set it up. Go to Main Menu | Setup | E-mail:

SMTP servers typically require authentication in order to send email.  You will have to consult with the documentation provided by your email provider in order to know what values to put for the various boxes.

To actually send email, you also must enter an email address for the patient in their Patient Edit window.

Once you have setup the SMTP server and entered the patient e-mail address, you can send e-mail to a patient from the main Toolbar. If the email button is disabled, then you have not entered an e-mail address for that patient.

When you first open this window, only the e-mail addresses will be filled in, and you can change them if you need to.

At the upper right, you can add images or files as attachments.  Double click to preview the image.  Right click to Open, Rename, or Remove.

In addition to typing in a new message from scratch, you may also make use of the templates section at the left. Most e-mail messages will be almost identical, so you can set them up ahead of time as templates. To set up a template, click the Add button.

Then, once your template is in the list, all you have to do is highlight it and click Insert to copy it over to the current e-mail you are sending. If you are no longer using a template, you can delete it from the list without causing any problems. Once your message has been copied over, you can edit it as much as you want before clicking Send. When you send an email, it goes out immediately. There is no 'outbox' where it is stored temporarily.

Every sent email is permanently saved and viewable from the Account module and the Chart module.  So, later, if you want to go back and review an e-mail, just double click on that entry. You will be able to view the email, but will not be able to change it or resend it.

 

 

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