How Do I Compose and Send Email

Use this exercise to compose and send an email communication.

Note:  This exercise can only be performed by specific users who have access to this feature.

Complete the following steps to finish this exercise:

1. On the Provider Account Management pull-down menu, select the Communications menu option.  A sub-menu displays.

2. Select the Send Email sub-menu option.  The Send Email page displays.

3. Select the High Priority check box to indicate that this is a high priority email communication as necessary.

4. Click the To link to search for and select one or more recipients for this email communication.  The Email Recipients page displays.

5. In CC, enter the email address for one or more additional recipients to send a carbon copy as necessary.

6. Select the Search Provider tab and complete the following to search for and specify one or more provider recipients for the email:

7. In Last Name, enter the full or partial last name of the provider on which to search.

OR

• In Specialty, select the specialty of the provider on which to search.

7. Click Search to filter the list of email addresses displayed based on the filter criteria specified.

8. Click the check box in the Select column next to each provider email address that should receive the email.

9. Click Add Selection to add the recipient(s) currently selected in the table to the recipient list.

10. Select the Search Billing Entity tab and complete the following to search for and specify one or more billing entity recipients for the email:

11. In Name, enter the full or partial last name of the billing entity  on which to search.

OR

5. In Tax ID, enter the complete tax identification number of the billing entity on which to search.

11. Click Search to filter the list of email addresses displayed based on the filter criteria specified.

12. Click the check box in the Select column next to each billing entity email address that should receive the email.

13. Click Add Selection to add the recipient(s) currently selected in the table to the recipient list.

14. Select the Recipients tab to view and confirm the recipients list for the email.

15. Click Close.  The Send Email page displays.

16. In Subject, enter the subject of the email communication.  You can enter up to 256 characters in this text box.

17. In Message, enter the text of the email communication.  You can enter up to 10,000 characters in this text box.

Tip:  You can attach additional messages to this email communication by clicking Attach Message.  For more information, see How Do I Attach Additional Messages while Composing an Email.

18. Click Send.