Enhanced Email Functionality Workflow

important note we strongly advise our users to carefully review and verify the content of each email before sending it to ensure that it complies with applicable privacy laws and regulations this includes confirming that the information being shared is appropriate for electronic transmission and does not compromise patient privacy or violate any legal obligations existing email functionality has been enhanced in various areas in profile this document will cover these enhancements medical email consent patient consent to receiving confidential medical information needs to be recorded in profile this is done in alter patient if the communicate by email checkbox is checked, the medical email consent field underneath is enabled if the patient hasn’t been asked or does not consent to receiving medical information by email and the email icon in the various clinical areas is clicked, the appropriate dialog box will display email templates there are 5 new email templates in addition to the 4 existing templates ( appointment advice , invoice , statement , generic ) you can send emails for appointment reminders, forms or clinical information to patients or external providers pathology, radiology and other ix in the toolbars of the pathology , radiology , or other ix views in the actions segment menu of a new encounter, there is an email icon, , placed next to the print icon if the email service has not been configured or when the patient doesn’t have the communicate by email checkbox checked, the email icon will be disabled after the provider creates the requisition orders and clicks the icon and the patient’s medical email consent field is set to consented , the untitled message window opens with the pdf attachment of the requisition(s) if the investigations order template has been created/configured and enabled, the subject field and other information will be filled in/set if the total pdf size of the requisitions have reached its maximum limit, a dialog box will display if the clinic has the esignature module, the capture signature window will open so the provider can add their signature, and then the email window will open after the email is successfully sent, an action link will display in the new encounter clicking the link will open the email message window in read only format other clinical items in the results view, an email icon, , has been added to the toolbar, placed next to the print icon if the email service has not been configured or when the patient doesn’t have the communicate by email checkbox checked, the email icon will be disabled in the forms view, an email icon, , has been added to the toolbar, placed next to the print icon if the email service has not been configured or the patient doesn’t have the communicate by email checkbox checked, the email icon will be disabled in the documents view, an email icon, , has been added to the toolbar, placed next to the print icon if the email service has not been configured or when the patient doesn’t have the communicate by email checkbox checked, the email icon will be disabled when is clicked in any of the view toolbars, the untitled message window opens with the pdf attachment of the clinical item(s) if the relevant template has been created/configured and enabled, the subject field and other information will be filled in/set invoice in the invoice window, an email checkbox has been added to allow the moa to send an email to the payer directly, with the attached invoice if the email service has not been configured or the patient doesn’t have the communicate by email checkbox checked, the email checkbox will be disabled when the pay later button is pressed, the untitled message window opens with the pdf attachment of the invoice if the invoice template has been created/configured and enabled, the subject field and other information will be filled in/set when the pay now button is pressed, the same process occurs, except the invoice attachment includes the payment details failed emails viewing and management alerts once a patient’s email address is entered in alter patient, profile does a format validation a hint text is displayed for wrong formatting work notification a pos field has been added to the general tab of the email filters window for work notifications there is also the only failed message s checkbox that can be used for a failed emails filter in the presentation tab of the filter, you can now choose to display a pos column, a sent column, and an error column in addition to the emails today work notification, there is now also a work notification for failed emails when you double click on the work notification for failed emails, it opens the email view of the work centre, with the outbox folder selected, and the filter set to display failed emails when a failed email message is selected, if you’ve set the error column to display from the filter, this will display the error message resend icon with emails that have failed due to a connection error, incorrect entry, or similar errors where the issue can be easily fixed or requires a retry, a resend icon has been added to the outbox toolbar select one or more failed emails, make any required changes, and click resend learn more if you would like to learn more about email in profile please read some of our other articles by clicking on the links below email in profile docid\ rxxgjqmzw 8vri6b5rdithow to enable email docid\ z3akqa0mhouxv1ghcivhcusing email in profile docid\ ekq7tnnsmof3korl3epn8how to configure email templates docid\ leszo9k0kuizlvlyoce3t