Tuesday, September 19, 2017

Emailing a Document from the Document Center

Updated 10/8/2019

One of your patients called this morning and asked for a copy of his most recent billing statement and the EOB for his last insurance payment. If you are using the Document Center to store patient documents, you can simply select the requested documents, open an email message from Dentrix (which automatically adds the document as an attachment), and send it to the patient via email.

How To
  1. Open the Document Center and select the patient to whom you need to send a document.
  2. From the Document Tree, select the document you want to send.


  3. Click File > Send Document(s). Your email program will automatically open with the following attributes:


    • The To address field will have the patient's email address (if one is store in the Family File).
    • The Subject field will be populated with the document's description.
    • The document's description will also be used for the attached file name, along with the document's type (PDF, JPG, etc.) and file size.
    • Any notes from the Document Information dialog box will be included in the main body of the message (which you can edit before sending).
  4. Add text to the body of the email as needed and click Send to send the message.

Additional Tips
  • To email a document from Dentrix, your computer must be running a MAPI-compliant email software such as Microsoft Outlook or Outlook Express. Web-based mail accounts, such as Gmail or Yahoo Mail, do not work with Dentrix.
  • If MAPI-compliant software is not installed or your practice uses a web-based solution, you can export the document and then attach it to an email. (Open the Document Center, select the document from the Document Tree, and click File > Export Document(s). Save the document to your computer and then attach it to your email.
  • You may want to record the correspondence in the patient's Office Journal, as Dentrix does not do this automatically.
  • To learn more, read Sending Documents Electronically and Exporting Documents as Files in the Dentrix Help.
  • For more information on the Dentrix Document Center, read the Printing to the Dentrix Document Center and Managing Unfiled Documents in the Document Center articles in the Dentrix Magazine online archive.

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