Articles on: Notes

How do I email a Note?

You can email new and existing notes directly to recipients from within WriteUpp. To do this, select the email icon at the bottom right of the screen whilst inside a note:

This will open a page that will allow you to specify the recipients (To, Cc and Bcc). The note will already be 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 in any way 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 tick the people that you want to receive the email, type your message and subject, click Send and you’re good to go.

Any messages you send this way are added to the Messages tab of the Patient Summary.

If you are a WriteUpp subscriber and you need to add another recipient, you can manually enter their details in the field at the bottom. Please note that you don't have the ability to free type an email address here whilst on trial.

Please be aware that replies to emails sent from within WriteUpp will not be added to the Messages tab of the Patient Summary.

Updated on: 20/01/2023

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