Sending documents

You can send a document or multiple documents electronically as email attachments.

Notes:

To use this feature, an email program must be properly installed on the computer from which you want to send email messages.

Sending documents requires the "Send Document" security right.

To send documents by email

In Document Center, select one or more documents in the document tree.

Note: To select multiple documents, click a document, and then, while pressing the Ctrl key, click the other desired documents. To select a range of adjacent documents, click the first document of the desired range of documents, and then, while pressing the Shift key, click the last document of the desired range of documents.

Do one of the following:

Click the Send Document(s) button on the Document toolbar.

On the File menu, click Send Document(s).

If applicable, do one of the following:

If the Password - Send Document dialog box appears, user verification has been assigned to the "Send Document" task. Do one of the following:

If your user account has been granted the "Send Document" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Send Document" security right, have a user with permission temporarily override this restriction so you can send the documents this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Send Document" security right. To have a user with permission temporarily override this restriction so you can send the documents this one time, do the following:

On the message, click Yes.

In the Password - Send Document dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

Your email program (such as Microsoft Outlook) opens. If an email address has been entered for the entity (patient, provider, staff member, employer, referral, or insurance plan) that is selected in Document Center, that entity's email address populates the To box of the email message automatically. If an email address has not been entered for the selected entity, the To box of the email message is blank. Also, if any documents are selected in the document tree when you open your email program, those documents are included as attachments with the email message, and any notes for those documents are included in the body of the message.

Using your email program, enter any additional information in the body of the email message, and then send the email message.

Important: Be careful what patient, provider, and practice information you include in the message.