Sending a Note using E-mail

The E-mail option is available from the Notes and the Document Management modules.

1.   If you haven't already, select the patient and go to the appropriate module.

Note: Document Management defaults to displaying your Preliminary queue. Select another queue, if necessary.

2.   Click the subject of the note to display it.

3.   Click E-mail to display the LMR Email Services dialog box.

Note: If you attempt to e-mail a preliminary note that you have signed but then edited, you will receive a warning message to sign all new changes prior to sending the e-mail.

4.   To update the Subject field, click the field and type. This field defaults to the note subject.

5.   If desired, use the Additional Text field to add text to the message.

6.   To add e-mail recipients, do any of the following:

• Select a recipient by typing his or her name

  a.   Type the last name of the person you want to send this note to in the Type Name field. To specify a full name, enter the last name, a comma, and then the first name. You may also enter an e-mail address.

  b.   Click Search to display matching names.

  c.   Click the appropriate name in the Choose field to select it and then click    to include this name in the E-mail Recipients field.

  d.   Repeat steps to add multiple recipients.

  Note: If there are two or more recipients listed with the same name, select a name and click  to display additional demographic information from the CPM (Corporate Provider Master). If the recipient is not in the CPM, a message displays stating that no additional information is available.

• Select recipients from a previously created custom distribution list

  Click the  at the List field to select the name of a previously created custom distribution list (see Creating Custom Lists for more information).

• Select a Provider from the patient’s physician list in Summary 2

  a.   Click Patient-Provider List.

  b.   Click the appropriate name in the Choose field to select it and then click  to include this name in the E-mail Recipients field.

  c.   Repeat steps to add multiple recipients.

• Select yourself or the patient’s PCP

  Click to select the Me check box or the PCP check box to add yourself or the patient’s PCP to the E-mail Recipients field.

  Note: If the patient does not have a PCP identified in the LMR, the PCP the check box is inactive.

7. Click Send.

Note: You cannot send restricted notes via e-mail.

Related Topics

Opening a Secure eMail Sent Using the LMR

Tracking E-mail History