E-mailing from Patient Record Options

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When setup, the ability to e-mail direct from a patients' file exists, in all areas of Patients Records where printing is available. 

What:

Where:

How: 

Recall History Report

All tabs in Patient Records

Find/View > Recall History Report (F4 key)

Appointments for Patient

All tabs in Patient Records

Find/View > Show Next Appointments > Print

Consolidated Patient Record Report

Patients

Patient > Consolidated Patient Record Report > OK

Charting screen

Charting/3D Charting

Charting > Preview Screen

Tooth Condition Notes

Charting/3D Charting

Charting > Report on Notes (F6 key)

Clinical Notes Log Audit in Charting

Charting/3D Charting

Charting > Clinical Notes Log Audit

Treatment Done Report

Charting/3D Charting

Charting > Treatment Done Report

Treatment History by Tooth

Charting/3D Charting

Charting > Treatment History by Tooth > Enter tooth number > OK

Perio Chart

Perio

Perio > Preview Screen

Treatment Plan Notes

Treatment Plan

Treatment Plan > Preview Plan Notes

Clinical Notes Log Audit in Treatment Plan

Treatment Plan

Treatment Plan > Clinical Notes Log Audit

Treatment Done Report in Treatment Plan

Treatment Plan

Treatment Plan > Treatment Done Report

Treatment History by Tooth in Treatment Plan

Treatment Plan

Treatment Plan > Treatment History by Tooth > Enter tooth number > OK

Treatment Plan

Treatment Plan

Treatment Plan > Preview Plan

Treatment Plan of Incomplete Items

Treatment Plan

Treatment Plan > Preview Plan items not done only

Treatment Plan with Insurance Information

Treatment Plan

Treatment Plan > Preview Plan/Insurance Information (A4 only)

Case Presentation Letter

Treatment Plan

Treatment Plan > Create Case Presentation Letter/Open existing Case Presentation Letter > File > E-mail

Clinical Notes

Treatment

Treatment > Preview All Clinical Notes (F6 key)

Clinical Notes Log Audit in Treatment

Treatment

Treatment > Clinical Notes Log Audit

New Invoice Only

Treatment

Itemised Invoices > New Invoice Only > Preview

New Invoice and Receipt

Treatment

Itemised Invoices > New Invoice and Receipt > Preview

Invoice Preview

Treatment

Itemised Invoices > Preview Invoice > Select Invoice > OK

Refund for Treatment

Treatment

Itemised Invoices > New Refund of Payments for Treatment > Preview

Invoice Preview

Invoices

Invoices > Preview selected

Invoice Preview with Details

Invoices

Invoices > Preview selected with details

Invoice Notes Audit

Invoices

Invoices >Invoices Notes Log audit > Invoices

Discounts Notes Audit

Invoices

Invoices >Invoices Notes Log audit > Discounts

Transaction Summary

Invoices/Receipts

Invoices > Reports > Transaction Summary

OR

Receipts > Reports > Transaction Summary

Detailed Transaction Summary

Invoices/Receipts

Invoices > Reports > Detailed Transaction Summary

OR

Receipts > Reports > Detailed Transaction Summary 

Current Insurance Form

Claims

Claims > Preview Current Insurance Form

New Receipt

Receipts

Receipts > New Receipt

Preview Receipt

Receipts

Receipts > Preview Receipt

Receipts History

Receipts

Receipts > Reports > Receipts History

Forward a letter

Letters

File > E-mail

 

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