A Provider note can be emailed from Outlook directly from within Neos.
NOTE: You must have at least Enabled permission to access the Provider > Provider Notes Tab.
NOTE: Staff emails must be reactivated within Settings > Staff Information to use this feature for the first time. To reactivate: Clear the Email field (if previously activated) and Save changes. Enter the staff email and Save changes. Then, click the Activate button.
To email a Provider note:
Open the desired Provider Folder.
Click the Notes tab.
Double-click a note from the list view.
Click the Actions dropdown and select Email Note.
The note will open in a new Outlook email tab within your browser. The email of the active Provider will display in the To field by default. If the Provider does not have an email address saved to their profile, the To field will be blank.
You may edit the note and add any additional information/attachments.
Click the Send button at either the top or bottom of the new email window when you are ready to send. The email will be sent to the listed recipient(s) and automatically close the Outlook tab, returning you to Neos.
Click the Discard button if you choose not to send the email. The email will be discarded, and the Outlook tab will close, returning you to Neos.