How to Send an Ad-hoc Email

You can send an email to or about a patient from anywhere in Sensei Cloud you see the Send Email link, or the patient's clickable email address.

You can direct an ad-hoc email to any of the patient’s active responsible parties, referral sources, or (insurance) policyholders. The available recipients are based on those defined in the patient’s record (Patient tab > Patient Record). 

Emails are stored in the Patient Correspondence list (Patient tab > Patient Correspondence). You can also use the Send Correspondence feature to send template-based emails. For more information , see How to Send Patient Correspondence or Email. 

To send an ad-hoc email:

1. Select Send Email from the Patient Minicard or from the Actions panel of the Patient Correspondence list. The Send an Email window is displayed.
   
2. In the Addressee field, you can keep the default (Patient) or select Responsible Party, Referral Source, or Policy Holder.
3. Select the specific Recipient Name (if multiple options exist), and enter an Email Address if necessary.
   Note: If an email address has not been specified for the selected recipient, you can enter one and are given the option to automatically update the person’s record when the email is sent.
4. Specify the Correspondence Type to help classify the communication (such as Financial, Recall, Insurance, etc.).
5. Enter a subject and compose your message, using the formatting and style controls to create the desired appearance.
6. Click Send Email. A .PDF copy of the email is saved to the Patient Correspondence list.
   Note: To send an email message using your practice’s existing email-based templates and/or merge field, use the Send Correspondence link and select Email.