Use the E-mail Via Outlook add-in to locate a patient, and send a message to one or more of the email addresses associated with the patient folder, including the patient, responsible party, dentist, referrer, insurance company, and other professional email addresses. You can include patient images and correspondence history items as attachments to these email messages. This option requires Outlook 2007 or greater, and a special ViewPoint plug-in.
Get Started
Outlook 2007
required - If you have an older version of Outlook you can still send
e-mails by double-clicking addresses wherever they appear in ViewPoint,
and you can still send merge documents by e-mail. See "Email Merge Letters" for details.
Install Outlook 2007 E-Mail Add-In - (Complete on each workstation that you want to have this feature.) Go to the Plug Ins section of the ViewPoint main menu and select Outlook 2007 E-Mail Add-In. Follow the download and installation prompts. Note that you must have an active Internet connection to be able to download the plug in.
How to Get Here
ViewPoint toolbar > E-mail via Outlook.
Use This Feature
Find the patient - If you do not have an open patient record when you first initiate the E-mail Via Outlook feature, you are prompted to search for the patient to work with. See "Open Patient Folders" for details.
Choose e-mail addresses - All e-mail addresses associated with the selected patient are listed in the All Emails section of the window, including address for the patient, responsible
parties, dentist, consulting professionals, and insurance companies. Click an address, then click To, CC, or Bcc to add that address to the appropriate recipient area.
Review recipients - The addresses you choose are listed in their respective recipient area of the Send to These Emails section of the window. If you want to remove an address, first click the address, then click Clear.
Add images & correspondence history items - Click Add Image or Add Corr History to add one or more of these items from the patient folder as attachments to the e-mail. If you click Clear Images, all images and correspondence history documents are removed from the e-mail.
Enter subject & message - Click Ok to continue, then enter the subject and message text of the e-mail. You could also remove image and correspondence history attachments at this point, if needed.
Send message - Click Send to complete the process. The e-mail message is added to the patient's correspondence history. (Note that even if you send the message to a dentist's address, the message appears on the patient's correspondence history.
More Information
Double-Click to Send Quick Email - You can double-click an email address anywhere in ViewPoint (such as the Patient tab of the patient folder, dentist table, or insurance company table) to open your email editor and send a message to that recipient. This feature does not require mail merge or the Email via Outlook add-in. These messages are not recorded in any ViewPoint correspondence history.
E-mail via Outlook.
│ 
