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Send Secure Messages to another Provider

To exchange patient information with another provider securely, you can use Secure Web Mail and the Portal. This means you will need to create a record for the provider in Open Dental, and grant portal access. 

  1. Add the provider to Open Dental. At a minimum, enter the provider's email address and assign a primary provider (usually the provider who will send the messages. See Entering a Patient.
  2. Grant Portal Access to the provider, then supply the provider with their username and password.
  3. Select the provider, then click the Email dropdown, Secure Web Mail. 
  4. To attach a document, click Attach, then locate the file on your computer.
  5. Enter a Subject and Message. 
  6. Click Send. A notification will be sent to the provider that a secure message is in the portal. They will need to log in to view or download the file. They can also use the portal to send a reply message.


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