E-mailing in Rexpert

Don't be intimidated by the process of sending an e-mail to a Patient, Referring Provider, Referring Lawyer, or Organization! These are the 4 places within Rexpert™ where you can send an e-mail. Once you have decided to correspond via e-mail, simply click on the button the says "E-mail Patient" or "E-mail". 

E-mail to Patient in Account Registration:

Scenario: You want to contact a patient, Elaine, to let her know that her responsibility for an upcoming office visit will be $95. You have elected to e-mail her because the toggle box next to her e-mail address on the Account Registration screen is checked, showing that this is her preferred method of contact.

Once you have selected your recipient, click the E-mail Patient button. This brings up the e-mail screen.

Once you have filled in the fields, click Send E-mail. A copy of this e-mail will then be sent to the Sender's E-mail address as well.

Note: Don't worry about attachments or encryption a this time. Stay tuned for a future blog entry which will explain these in detail.

E-mail Referring Provider:

Scenario: The hospital has a scheduled board of directors meeting tomorrow at 3 pm. Dr. Maslow asks you to remind Dr. Charmoun of this meeting. You then find Dr. Charmoun in Rexpert™'s system by clicking through: Settings - People and Places - Referring Providers.

You then click the E-mail button. (Referring Lawyer and Organizations work in a very similar way).

Once you have filled in the fields, click Send E-mail. A copy of this e-mail will then be sent to the Sender's E-mail address as well.

Note: Don't worry about attachments or encryption at this time. Stay tuned for a future blog entry which will explain these in detail.