Set Manual Recalls, Debtors, Queries and Letters E-mail Send Method

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If using the manual recall, debtors and/or queries tab, the e-mail send method should be selected. The Letters tab of Patient Records also follows this setting. 

  1. Go to Location Setup > General tab

  2. Group: Paths & Links

    1. Send LETTERS/RECALLS via e-mail as
      mceclip0.png

      1. File attached: The letter is sent as a file attached to the e-mail (default setting, not recommended)
        mceclip1.png

      2. Text only: The letter will be sent as plain text. Images and font formatting is ignored (not recommended)
        mceclip2.png

      3. HTML format: The letter will be sent in the body of the e-mail (recommended)
        mceclip3.png

Design a HTML E-mail Template in MSWord

Create a New Letter Template

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