How do I email a document?
When you either create a new document or view an existing document, you can email it directly from within WriteUpp and it will automatically be added to the client's record (in the Messages tab of the Patient Summary).
Click on the email icon at the bottom right of the screen:
This will open a page that will allow you to specify recipients (To, Cc and Bcc), with your document added as an attachment.
When you click on either of the To, Cc and Bcc, fields you will be shown an Address Book (which you can also access via the icon to the right of the field). This will show you any individuals (with email addresses) that are associated with the client, including:
Next of Kin
Third-Parties (Insurance, School etc)
Your Colleagues
The screenshot below shows you how this looks:
All you need to do is just tick the people that you want to receive the email, type your message, click Send and you’re good to go.
Any messages you send this way are also added to the Messages tab of the Patient Summary. If you need to add another recipient you can manually enter their details in the field at the bottom.
Please be aware that although patients can reply to emails sent this way, their response will not be added to WriteUpp. However, if you'd like a note of these within WriteUpp, one suggestion would be to copy and paste the content of any email replies into a Note with a keyword such as Email.
Click on the email icon at the bottom right of the screen:
This will open a page that will allow you to specify recipients (To, Cc and Bcc), with your document added as an attachment.
When you click on either of the To, Cc and Bcc, fields you will be shown an Address Book (which you can also access via the icon to the right of the field). This will show you any individuals (with email addresses) that are associated with the client, including:
Next of Kin
Third-Parties (Insurance, School etc)
Your Colleagues
The screenshot below shows you how this looks:
All you need to do is just tick the people that you want to receive the email, type your message, click Send and you’re good to go.
Any messages you send this way are also added to the Messages tab of the Patient Summary. If you need to add another recipient you can manually enter their details in the field at the bottom.
Please be aware that although patients can reply to emails sent this way, their response will not be added to WriteUpp. However, if you'd like a note of these within WriteUpp, one suggestion would be to copy and paste the content of any email replies into a Note with a keyword such as Email.
Updated on: 30/08/2022
Thank you!