Letters and Bulk Emails

In CareMaster you can create letter templates and send them as emails either in bulk or to individual Participants.

You need to first ensure the participant has an email address listed in their profile under there contact information. You can also enter a cc email address to have emails cc'd in to another email address To check if a participant has an email address listed you can run the Participants - All - extra information report available in Reporting > Participants.

To check if a participant has an email address listed you can run the Participants - All - extra information report available in Reporting > Participants.

You would then need to create your letter/s via the menu - Data > Miscellaneous > Letters

Select + New Letter.

Enter your Letter Name, Subject and Content

To send a letter, go to Participants > List

To send to all current Participants ensure your filter is on Current, select the box to highlight all Participants and then select the 3 small dots next to the box. Select Bulk email, select your letter and select send.

To send to just one or selective Participants ensure the box on the right hand side is selected ( green )

You can view the status of a Bulk email by going to Data > Logs > Email Notifications, and searching for the notification type of Bulk Client Email