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: |
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Recall History Report |
All tabs in Patient Records |
Find/View > Recall History Report (F4 key) |
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Appointments for Patient |
All tabs in Patient Records |
Find/View > Show Next Appointments > Print |
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Consolidated Patient Record Report |
Patients |
Patient > Consolidated Patient Record Report > OK |
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Charting screen |
Charting/3D Charting |
Charting > Preview Screen |
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Tooth Condition Notes |
Charting/3D Charting |
Charting > Report on Notes (F6 key) |
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Clinical Notes Log Audit in Charting |
Charting/3D Charting |
Charting > Clinical Notes Log Audit |
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Treatment Done Report |
Charting/3D Charting |
Charting > Treatment Done Report |
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Treatment History by Tooth |
Charting/3D Charting |
Charting > Treatment History by Tooth > Enter tooth number > OK |
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Perio Chart |
Perio |
Perio > Preview Screen |
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Treatment Plan Notes |
Treatment Plan |
Treatment Plan > Preview Plan Notes |
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Clinical Notes Log Audit in Treatment Plan |
Treatment Plan |
Treatment Plan > Clinical Notes Log Audit |
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Treatment Done Report in Treatment Plan |
Treatment Plan |
Treatment Plan > Treatment Done Report |
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Treatment History by Tooth in Treatment Plan |
Treatment Plan |
Treatment Plan > Treatment History by Tooth > Enter tooth number > OK |
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Treatment Plan |
Treatment Plan |
Treatment Plan > Preview Plan |
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Treatment Plan of Incomplete Items |
Treatment Plan |
Treatment Plan > Preview Plan items not done only |
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Treatment Plan with Insurance Information |
Treatment Plan |
Treatment Plan > Preview Plan/Insurance Information (A4 only) |
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Case Presentation Letter |
Treatment Plan |
Treatment Plan > Create Case Presentation Letter/Open existing Case Presentation Letter > File > E-mail |
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Clinical Notes |
Treatment |
Treatment > Preview All Clinical Notes (F6 key) |
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Clinical Notes Log Audit in Treatment |
Treatment |
Treatment > Clinical Notes Log Audit |
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New Invoice Only |
Treatment |
Itemised Invoices > New Invoice Only > Preview |
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New Invoice and Receipt |
Treatment |
Itemised Invoices > New Invoice and Receipt > Preview |
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Invoice Preview |
Treatment |
Itemised Invoices > Preview Invoice > Select Invoice > OK |
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Refund for Treatment |
Treatment |
Itemised Invoices > New Refund of Payments for Treatment > Preview |
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Invoice Preview |
Invoices |
Invoices > Preview selected |
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Invoice Preview with Details |
Invoices |
Invoices > Preview selected with details |
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Invoice Notes Audit |
Invoices |
Invoices >Invoices Notes Log audit > Invoices |
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Discounts Notes Audit |
Invoices |
Invoices >Invoices Notes Log audit > Discounts |
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Transaction Summary |
Invoices/Receipts |
Invoices > Reports > Transaction Summary OR Receipts > Reports > Transaction Summary |
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Detailed Transaction Summary |
Invoices/Receipts |
Invoices > Reports > Detailed Transaction Summary OR Receipts > Reports > Detailed Transaction Summary |
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Current Insurance Form |
Claims |
Claims > Preview Current Insurance Form |
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New Receipt |
Receipts |
Receipts > New Receipt |
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Preview Receipt |
Receipts |
Receipts > Preview Receipt |
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Receipts History |
Receipts |
Receipts > Reports > Receipts History |
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Forward a letter |
Letters |
File > E-mail |
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