In the Main Toolbar, click Email.
Email must be set up before you can send emails. Regular email is not a secure method of sending PHI.
You can send emails from several areas of Open Dental including:
The Edit Email Message window will open so you can enter email details.
When sending, the window is in compose mode. The Sent/Received status will be Neither and the Date/Time will be Unsent.
- Enter and verify information about the recipients and sender.
- Enter the email message subject and body.
- Subject: The subject of the email message.
- Body: The message text. If an Email Autograph is associated with the From address, it is inserted by default. If the autograph is associated to multiple email addresses, the autograph listed first is inserted.
- To insert an Email Template, select it and click Insert. The template's subject and message will replace any existing text (including autographs) and associated attachments will be added.
- To insert an email autograph, select it and click Insert. The autograph will automatically insert at the end of the email body text.
- To edit the message using basic plain text click Edit Text.
- To edit the message using HTML coding (for images, fonts, etc.) click Edit HTML. See HTML Email for more information.
Note: If you have edited a message using Edit HTML, clicking the Edit Text button will switch to using plain text formatting. However, the HTML tags will not be stripped from the message automatically and you may need to delete them before sending.
- To attach images or files, click Attach, select the file, then click Open.
- Double click an attachment to preview.
- Right click to Open, Rename, or Remove the attachment.
- To send a clear text message (not encrypted), click Send. The message will be sent out immediately.
- To send an encrypted email (Email Encryption Options), click Direct Message. Encrypted email must set up for the sender and the recipient must be a trusted source. If you experience issues sending encrypted email, it can be a permission issue. Try running Open Dental as an administrator.
All messages are permanently saved. They can be viewed in the Email Inbox, Sent Messages tab, and in the Account and Chart modules.
Save: Save an email without sending. Saved emails attached to a patient list in the Chart module and Commlog. If Open Dental shuts down unexpectedly, emails that are in progress are automatically saved.
Delete: Delete a sent email from Open Dental. It will remain on the mail server, but will not download again. Emails attached to a patient, once deleted, are removed from the Sent Messages tab, yet still visible in the Commlog and Progress Notes. Emails not attached to a patient are permanently removed.
Attach files to the email. Click + to add an attachment. You will be prompted to locate and select the file.
- If images and documents are stored in a local or network folder (see Data Paths Setup), a list of all images in the selected patient's A to Z folder on the local or network folder will display first. Locate the file and click Open to select it.
- If images and documents are stored in Dropbox, a Select Files window will open listing all images in the selected patient's Dropbox A to Z folder.
- Double click a file to select it, or highlight it and click OK.
- Click the right arrow to refresh the list.
- Click Preview to view a selected file on-screen.
- Click Select Local File to search for the file on the local drive.
Show Email Tab
Select where in Open Dental an individual email will show or not show. To show the email in an area, highlight it. To hide the email in the area, deselect it. By default, all areas are selected.
- Email Inbox
- Appointment Edit: Edit Appointment, Communications Log area
- Chart Progress Notes: Chart Module, Progress Notes
- Account Progress Notes: Account Module, Progress Notes
- Account Comm Log: Account module, Communications Log area
To view emails that have been hidden in all areas, go to the Email Inbox.
When sending encrypted email, a digital signature is sent with the message. To view signature details, click Sig.