Emailing Correspondence

Any Merged Letter Template can be emailed from Genie to a patient. Anywhere that you can create a Merged Letter from you can create a subsequent email.

To email a Merged Letter Template, first highlight the patient in the Appointment Book or Patient List, and click on the icon . Alternatively, you can click on this icon from within the Patient Demographic window or the clinical window.

Next, double click on the template that you wish to email, to open the window. At the top left-hand corner of the letter writing window, you will find the email icon  . Please click onto this icon.

You will then be provided with a list of options for how you would like this letter to appear for the recipient when they view the email as per below:

Send in body of email

This option will insert the text from your template directly into the body of the email.  You should keep in mind that this option will mean the formatting of the letter will be lost and you will only be sending plain text.

Send as RTF attachment

RTF format files are most commonly used in word processing programs such as Microsoft Word. The receiver will need to have an appropriate software installed to open this kind of attachment.

Send as PDF attachment (recommended)

PDF attachments are the most common form of email attachment that we receive, and act as an image file rather than a text file.  By selecting this option the recipient of the email will receive a copy of the letter as it displays on your screen - all formatting, pictures etc will be retained.

Note: If you are using a Windows computer, you will need to have Ghostscript and a PDF Printer installed in order to use this functionality.

When you have chosen an attachment style, the New Email window will then open, and, depending on the selection you made, an attachment may be inserted. You will then be able to make any necessary adjustments or additions to the email before selecting the 'Send Now' option.

If you are sending a merged letter for a single patient this letter will be sent once the 'Send Now' button is selected.

If you are creating/sending letters for multiple patients at once then upon email creation these emails will be placed in the Outbox folder within the Email module.  In order to ensure that correspondence is only sent once reviewed Genie will not immediately send these letters but rather the emails will remain in the 'Out' folder of the Email Module until such time as they are accessed and sent.  In order for the emails to be formally sent you can either double click on the individual email from the 'Out' folder and choose the 'Send Now' option or alternatively, you can select the 'Get Mail' option at the top of the window, ensure the Send column has been selected and select OK.

Once the email has been sent the email will now appear in the 'Sent' folder within the email module.

Note: Merged Letter Templates should be emailed at the time of creation.  Once a Merged Letter has been saved to a patient's record it is converted to a Referral/Reply letter and as such cannot be easily emailed to a patient.

You may also wish to email your Referral/Reply Letters to doctors in your Address Book. To do this, you would highlight the relevant patient in the Appointment Book or Patient List, and click onto the icon to open the letter. You can also open this window by clicking on the same icon in the clinical window or from within a record in the Address Book.

When you have finished modifying the letter and you are ready to send it, you can click onto the email icon  at the top left-hand corner of the window.

As with the Merged Letter Template, you will be given a list of attachment types to choose from. If you are unsure which attachment to select, please read the attachment details under the “Merged Letter Templates” heading.

Once you have selected an attachment type, the New Email window will open, and your letter will be attached ready for sending. You can then adjust the email as needed, and click Send. The email will then move into the Outbox in the Email Module temporarily while it sends, and then will move into the Sent box when it has successfully sent.

Letters sent from Genie will be held within the Sent box within the Open > Email window. You may choose to clear out this Sent box occasionally, so that it doesn’t get too full, as a full Sent box can cause the window to open slowly. You can set up the automatic deletion of emails of a certain age by opening the email Preferences window, and entering the Details tab. Within here, you will be able to dictate how long you would like to keep an email in the Sent box before it is deleted.

Note: Deleting an email from the Sent box of the Email window will not remove it from the clinical record of a patient.