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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