Using Email in Profile
11 min
using email in profile email is one of the features found within profile apart from system notifications, this feature allows only outbound emails the following article focuses primarily on the functionality of the email feature in profile compose and send an email to a patient click on the email to patient button found on the main toolbar enter in and search for the name of patient select the correct patient and push ok the message window will automatically appear, addressed to the selected patient enter in the subject of the email, and the email message in the free text spaces provided use the icons listed below to modify the message undo redo insert link about patient font set font size larger set font size smaller set font colour bold italic underline align left center align right bullets decrease indent increase indent line spacing single line spacing 1 5 lines line spacing double superscript subscript insert object paste content of a file into current position when the email message is complete, click the send button note if the email to patient button is not on the toolbar, it can be added by clicking on the downward arrow and selecting add or remove buttons select the email to patient button, if visible, or select customize look through the items until you find email to patient and drag and drop it to the tool bar select close note the email to patient button, should not be confused with the "new email" button alternatively, go to special / e mail / new email a new message window will appear follow each of the steps above to compose and send the email compose and send an email with an attachment open a new email message window by following the instructions in the "compose and send an email to a patient" section above select the attach a file icon, and find the appropriate file on the computer, to attach to the email message when the email message is ready to send, simply select the send button compose and send an email to multiple patients emails can be composed and sent to multiple patients from a stored query go to report / find objects select the open saved query button the select a query window will open open the patient listing to find a list of names the find objects window will open select the run query button select the appropriate patient names by pushing the ctrl keyboard button, and clicking each name with a mouse click on the email to patient button select the patients for the email message by ticking each box or the clicking the check all button select ok the email message window will appear each of the patients names, and their email addresses will be included in the to patient field compose the email message, and follow the steps covered in the "compose and send an email to a patient" section receive email work notifications go to organisation / preferences / general / general / work notification tab tick the enable work notification checkbox select the outbound emails line item double click to customise the notification the email filters window will appear make any changes to customise the work notification in the sent and preview drop down lists when complete, select apply and ok to close filter emails go to s pecial / e mail / mailbox the mailbox window will open select either email inward, email outbound or email drafts from the left hand navigation of the mailbox window select the downward arrow to change the filter the example shown below changes from the filter, sent last week to failed emails in the email outward view select edit to modify or create a new filter the email filters window will appear click on the new button and change the name of the new filter by entering it into the view description space customise the filter by choosing the appropriate options from the drop down lists in the show messages conform the following criteria fields when done, select apply the newly created filter will appear by selecting the filter downward arrow in the mailbox to modify an existing filter, choose the appropriate options from the drop down lists in the show messages conform the following criteria fields when done, select apply the modified filter will appear by selecting the filter downward arrow in the mailbox to delete a filter item select the item in the views box, and click the delete button confirm the deletion by selecting yes when done, select apply 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\ z3akqa0mhouxv1ghcivhchow to configure email templates docid\ leszo9k0kuizlvlyoce3tenhanced email functionality workflow docid\ pgxeeaksbqwidxry gnz4