1. When you open up accuMail, you will be prompted to select how you would like to use accuMail, select the option that is most relevant for you. For this example, we will select "Email referral document"

2. accuMail will automatically pull through all the documents attached to that specific patient's care record. A pop-up screen will appear where you can select to attach the referral form of interest.

3. accuMail will automatically scan the email addresses on the referral form which you can select to send the email to (only files that are saved in RTF format can be scanned).

Important to note is that only secure emails that meet the NHS secure email standards will be pulled from the referral form. The following email domains meet NHSmail accreditation and security standards, and emails between these addresses will be sent securely through accuMail via NHSmail:

You can also select a contact from the drop-down which will bring up the directory arranged according to Service. Learn about the directory in this article 👉 Viewing and searching contacts in the directory

4. The message will be prepopulated with the patient's details and information on the attached documents. You can also add or edit the message as you desire.

5. Optional steps:

a) Select a template e.g. Chasing a referral

b) Attach a document (from desktop or directly from EMIS/S1)

6. Click "Send and save to record"

What does this look like when the recipient has received an accuMail?

The email will appear in their inbox as shown below. From there they can reply by clicking on the blue "Reply" link and their response will be delivered to your accuMail inbox. To learn more about how this product works for the recipient you can read more about it here.


*Please note that only the sender who has sent out the original accuMail will receive a notification when the recipient has responded.


Hint: You can test it out by sending an email to yourself with a test patient selected

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