Send Quick Message Email

Use Quick Message to send a message to any email address you have stored in Edgewith a simple click. This opens your email editor with that address as the recipient.

How to Get Here

Click an email address to enable the Quick Message feature. You might need to hover over a name to first pop up the contact information, then click the email address. Email addresses are found in places such as these:

Patient information panel.
Click the patient e-mail address, or hover over a responsible party name. When the contact information pops up, you can click on that e-mail address as well.
- See "Patient Information Panel" for details.
Treatment summary.

Hover over the responsible party name in the patient summary. When the contact information pops up, you can click on an e-mail address.

Scheduler.

Hover over an appointment to pop up the contact information. You can then click an e-mail address.

Use This Feature

Select history category - After initiating a Quick Message, you are prompted for the History Category to assign to your message.

Add & edit recipients - The Quick Message feature automatically inserts the e-mail address that you clicked, but you can change that address and/or add other addresses as needed.

Type or paste text - You can type the text of the message in the body of the e-mail, or copy & paste information from other areas of the patient folder, such as the treatment chart or notepad, into the e-mail.

Insert image - Use the copy images feature to insert images into your message. This does not send the image as an attachment, but adds the image directly into the body of the e-mail. See "Copy Image / Timepoint to Another Patient" for details.

Attach image - To send patient images as attachments instead of inserting them into the body of the message, use the E-Mail Images feature instead of the Quick Message feature. See "E-Mail Images" for details.

Send & track message - Click Send to send your message to the e-mail addresses you have chosen. A record of the message is saved in the correspondence history of each person whose e-mail address you included as a recipient.

Notice!

Send Email workflow activity - Use the Send Email workflow activity to open the email dialog for patient whenever the activity is triggered by a workflow. See "Set Up Workflows" for details.

Correspondence history - Your e-mail message is recorded in the appropriate correspondence history for future reference.

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Remote Support │Email Support │New Customer Care │ Online Help Ver. 8/3/2015