Frequently Asked Questions

How to Email a Letter to Additional Recipients?

How to Email a Letter to Additional Recipients?

If you want to email the letter to someone else than the Addressee or CCed Contacts or you have emailed a Letter but forgotten a recipient, follow the steps below to send the letter to a different recipient or to email it again without emailing all previous recipients.

Without CCed Contacts

If a Letter has no CCed Contacts, head to the Client’s Clinical Notes section and click on the Documents tab.

Click on the Letter > Email > [Remove the Addressee from the email recipient list if already emailed] > Add the new recipient > Add email content as relevant > Send.

The new recipient will receive the original copy, just like the Addressee.

With CCed Contacts

If Contacts were CCed on a Letter, the email recipient list is not editable. Therefore, to send the letter to a new recipient, without emailing previous recipients again, you will need to replicate the letter which will not copy the previously CCed Contacts.

Head to the Client’s Clinical Notes section and click on the Documents tab.

Click on the Letter > Replicate > [modifying the title of the new letter can reduce confusion] > Save > Email > [Remove the Addressee from the email recipient list if already emailed] > Add the new recipient > Add email content as relevant > Send.

The new recipient will receive the original copy, just like the Addressee but without the previous CCed Contacts listed.

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