Send e-mail

If e-mail addresses are registered for your customers, employees and contacts, you can initiate sending an e-mail from Practice management. The solution helps you to select recipients based on your criteria. When sending the e-mail, your standard e-mail program will be used. If you have not set up your email program to open via the solution Practice management, you can read more about how to set it up in the section How to set your standard e-mail program on your device.

  1. Click on the icon that is displayed next to all e-mail fields and in the top menu.

Now a dialogue will open.

  1. Enter the selected recipients in the To field.

Now the solution will automatically start searching your contacts, employees and customers for e-mail addresses based on your selected criteria.

  1. Select the recipients and mark if you wish to save a copy in Practice management.
If you mark the Save a copy in Practice management box, an email copy will be saved as described below. The mail that is opened in your email program will include the field BCC with selected email addresses and some text that enables the copy to be saved. It is therefore very important that you do not edit or remove the import text in this field. The email addresses in the BCC field are only visible for the sender (you). You can however add or delete e-mail addresses as you wish in the BCC field.
An added recipient in the mail, that is not currently in Practice management will not be included in the copy that is saved.
  1. Select Next.

Now your e-mail program will open up and you can write the message and attach files.

Supported file types are: ".pdf", ".jpg", ".jpeg", ".png", ".doc", ".docx", ".xls", ".xlsx", ".ppt", ".pptx", ".se", ".sie", ".txt", ".rtf", ".skb", ".bck" and ".pbu".

Emails sent from Practice management can also be saved, if you mark the Save a copy in Practice management box.

The original e-mail will always be included as a pdf named Original.pdf in the saved copy.

Mails sent to email addresses that are connected to a customer, a copy can be saved under the tab Events for that customer and the tab Sent e-emails on the Overview page. An email address that is connected to a customer will display the customer's name next to their email address in the email dialogue.

Mails sent to contacts or employees, a copy can be saved under the tab Sent e-emails on Overview page.

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How to set your standard e-mail program on your device
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