Email Documentation


Note: Before you proceed, please be sure that your user function settings in your user profile allows you to email documents. You must enter the corresponding SMTP information for your email listed on your profile.




All documentation types (evaluation, care plan, summary and notes) can be emailed. 


Follow these instructions to email documentation:


1.In the Documentation screen, select the document(s) you want to email by placing a check mark in the box located one column to the right of the document(s).


2.On the tool-bar, click the Fax or Email Documents button . A new window will appear.



3.Complete the following fields: To, Subject, Message, Attachment Password and Password Hint


4.Click the Send button  to send the email.

Created with the Personal Edition of HelpNDoc: Keep Your PDFs Safe from Unauthorized Access with These Security Measures