You can e-mail directly from within Socrates.  There are some conditions that need to be meet in order for it to work.  You must use Outlook for your e-mail and it must be the full local version, not the web version.  We all have a full outlook licence for outlook, if you need help setting up your Centric e-mail address via desktop outlook, the Centric IT desk can help you set up if needed.
There are two things that you can do.
E-mail the patient directly
E-mail any document in the file
Let's look at e-mailing the patient directly first.  To do this ensure that the patients e-mail address is in the e-mail field in the patient registration screen.  To get to this screen click on the patients' name or open the patients file via patient maintenance and open patient.
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To e-mail the patient click on e-mail patient on the left hand side.  The mail will open with the patient's email address in the to field.

The other e-mail option is to e-mail a letter, either one you have just written or a document already in the file.
For this option go to the documents chapter and highlight the letter you want to e-mail, e.g.  the letter you have just written.  Highlight the letter and click on e-mail letter on the left.  The process is the same for e-mailing documents.  This time the e-mail will open but without the patients email address filled in because its more likely you are e-mailing to somebody else in this instance.
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By the way you can also e-mail directly from within word when you have written a letter by clicking on file - share, in Word.

Michael

Replying to Tip 21 from mjoyce@iol.ie

From: Michael Joyce mjoyce@centrichealthblessington.ie
Sent: Tuesday 23 March 2021 11:48
To: 'Centric GP Forum' gpdiscussion@centricgpforum.com
Subject: Centric GP Forum Tip 21

You can e-mail directly from within Socrates.  There are some conditions
that need to be meet in order for it to work.  You must use Outlook for your
e-mail and it must be the full local version, not the web version.  We all
have a full outlook licence for outlook, if you need help setting up your
Centric e-mail address via desktop outlook, the Centric IT desk can help you
set up if needed.

There are two things that you can do.

E-mail the patient directly
E-mail any document in the file

Let's look at e-mailing the patient directly first.  To do this ensure that
the patients e-mail address is in the e-mail field in the patient
registration screen.  To get to this screen click on the patients' name or
open the patients file via patient maintenance and open patient.

To e-mail the patient click on e-mail patient on the left hand side.  The
mail will open with the patient's email address in the to field.

The other e-mail option is to e-mail a letter, either one you have just
written or a document already in the file.

For this option go to the documents chapter and highlight the letter you
want to e-mail, e.g.  the letter you have just written.  Highlight the
letter and click on e-mail letter on the left.  The process is the same for
e-mailing documents.  This time the e-mail will open but without the
patients email address filled in because its more likely you are e-mailing
to somebody else in this instance.

By the way you can also e-mail directly from within word when you have
written a letter by clicking on file - share, in Word.

Michael