Send To

Location: Workspace

The Send To feature lets you forward an item to another user, patient, contact, or to a patient’s chart in the EHR system. To use the feature:

1.In the Workspace, click on the > to expand the item.

2.Click SEND TO.

3.In the Search box enter the recipient’s name or address.

•If the recipient is already in your address book, select them from the list.

oDepending on the recipient type (patient, contact, user) and their address book information, you may be presented with a list of actions. Choose the one you want to use. For example:

Send email

Send fax

Send to portal

Send to EHR chart

Save to disk

Secure message

No actions available (i.e. no communication address or number)

•If you’re sending to the EHR the recipient you select must be a patient.

•If the recipient isn’t in your address book, click Create and send to.

•If address is correct, click OK. Otherwise, click Back.

4.Enter a Subject.

5.If you’re sending to the EHR:

•Select a  Category (if applicable to your EHR). If there are more than 10 in the list you can search for the category.

•Select a provider for Notify doctor (optional). If there are more than 10 in the list you can search for the person. To remove your selection, click None.

•Enter Date of item.

•To sign off on the document, check Sign off as me.

•To include the document history, check Include history (as shown in history section above).

•Optionally enter Notes.

•Skip step 6.

6.Select the from address:

•To send from your address, uncheck Send as Practice.

•To send from the practice address, check Send as Practice.

7.To attach one or more documents, check Include attachments.

•At the bottom of the page click the + sign to add attachments.

•Navigate to the document location then double click the document to attach.

•Repeat for each document you want to include.

•To rearrange the documents, click on the document then drag it to another position in the attachment list.

•If you are sending to the EHR, go to step 10 next.

8.Enter the message text.

•You can use the bold, italics, and underline buttons to format the text.

•You can use pre-defined templates by clicking the Templates button.

9.To send a message to another recipient:

•Enter their name or address in the box: Search for additional contacts or users…

•Repeat the steps above starting with the bullets under Step 2.

10.Click SEND.