Email Client

Use the Email Inbox to view and send regular emails, secure emails, and WebMail messages.

In the Manage Module, click Emails.

Emails that are displayed in this window vary depending on user and message type.

This window can be left open in the background so that other areas of Open Dental can be accessed.

The Open Dental Service is required to download new emails. New emails on the mail server are automatically synced in the background. Automatic download occurs every time Open Dental starts, when the inbox is opened, and at set intervals (see Email Setup).

Setup and Addresses

Search

Use the Search area to find specific emails by patient, email address, date range, or subject/body.

First, select the Inbox or Sent Message tab, then use the following fields:

Click Search to enter search mode (turns yellow). Matching results are shown.

Click Clear to exit search mode.

Show Email In

In the Show Email In area, select where an individual email is displayed. To display the email in an area, highlight it. To hide the email in the area, deselect it. By default, all areas are selected.

Show Hidden Emails: Check to show emails that have been hidden in all areas.

Sent Message Sources

In the Sent Message Sources area, select which emails are shown in the Sent Messages grid or click All to show all sent emails. Clicking None clears the current selection.

The source filter options are only available while on the Sent tab and an email address is selected. If WebMail is selected, the filter options are disabled and all sent WebMail messages are shown.

Manual: Emails created and sent by a user.

Automated: Emails automatically created and sent by an Open Dental feature.

Show Failed Emails: Check to show emails that were sent but failed to deliver to the recipient.

Email Options

Inbox Tab

Click the Inbox tab to view received messages for the selected email address.

Inbox grid: This area displays both read and unread received messages. Unread messages are in bold. Click a column header to sort the messages alphabetically in ascending or descending order.

Message preview: Once an email is highlighted in the inbox, the preview area is shown.

Sent Tab

Click the Sent tab to view all messages sent from Open Dental by the selected address. Sent messages can only be viewed, not edited. They can be deleted if there is no patient attached.

Sent Messages grid: This area displays outgoing messages. Click a column header to sort the messages alphabetically in ascending or descending order.
The columns are the same as the Inbox, except for the following:

Message preview: Once an email is highlighted in the Sent Messages area, the preview area is shown.

Delete

To remove a message from the Open Dental inbox, highlight it then click Delete.

Deleting a received message removes it from the inbox only, not the email server. It is not download from the email server again. Sent messages can only be deleted when there is no attached patient.

Incoming messages attached to a patient are deleted from the inbox, but are still visible in the Commlog and Progress Notes. Emails not attached to a patient are permanently removed.