|
Module/Tab |
Action/Report |
Location |
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Appointment Book |
Appointment Reminders – Group |
Options Menu > Send Reminders > Type: E-mail |
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Appointment Reminders – Individual |
Right Click on Appointment > Send > E-mail |
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|
Patient Records – All Tabs |
Recall History Report |
Any Patient Records Tab > Find/View Menu > Recall History Report > E-mail |
|
Patients |
Patient Details Report |
Patient Menu > Patient Details Report > E-mail |
|
Charting |
Charting Screen |
Charting Menu > Preview Screen > E-mail |
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Charting Notes – All |
Charting Menu > Report on Notes > E-mail |
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Charting Clinical Notes Log Audit – All |
Charting Menu > Clinical Notes Log Audit > E-mail |
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Charting Clinical Notes Log Audit – Individual |
Open Clinical Note > Notes Audit Trail > E-mail |
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|
Perio |
Perio Screen |
Perio Menu > Preview Screen > E-mail |
|
Treatment Plan |
Plan Notes |
Treatment Plan Menu > Preview Plan Notes > E-mail |
|
Clinical Notes Log Audit – All |
Treatment Plan Menu > Clinical Notes Log Audit > E-mail |
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|
Clinical Notes Log Audit – Individual |
Open Clinical Note > Notes Audit Trail > E-mail |
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|
Treatment Plan |
Treatment Plan Menu > Preview Plan > E-mail |
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Treatment Plan Menu > Preview Plan > -E-mail |
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Treatment Plan Menu > Preview Plan Items not done only > -E-mail |
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Treatment Plan Menu > Preview Plan/Insurance Information > E-mail |
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|
Treatment |
Clinical Notes Log Audit – All |
Treatment Menu > Clinical Notes Log Audit > E-mail |
|
Clinical Notes Log Audit – Individual |
Open Clinical Note > Notes Audit Trail > E-mail |
|
|
All Clinical Notes |
Treatment Menu > Preview All Clinical Notes > E-mail |
|
|
New Invoice Only |
Itemised Invoices Menu > New Invoice Only > Enter Details > Preview > E-mail |
|
|
New Invoice & Receipt |
Itemised Invoices Menu > New Invoice & Receipt > Enter Details > Preview > E-mail |
|
|
Invoice & Receipt Re-Print |
Itemised Invoices Menu > Preview Invoice > Highlight > OK > E-mail |
|
|
Refund of Payment for Treatment |
Itemised Invoices Menu > New Refund of Payments for Treatment > Enter Refund Details > Preview > E-mail |
|
|
Invoices |
Preview Selected |
Invoices Menu > Preview Selected > E-mail |
|
Preview Selected with Details |
Invoices Menu > Preview Selected with Details > E-mail |
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Invoices Notes Log Audit – All |
Invoices Menu > Invoices Notes Log Audit > Invoices/Discounts > E-mail |
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|
Instalment Notes Log Audit – Individual |
Open Instalment Note > Notes Audit Trail > E-mail |
|
|
Transaction Summary |
Reports Menu > Transaction Summary > E-mail |
|
|
Detailed Transaction Summary |
Reports Menu > Detailed Transaction Summary > E-mail |
|
|
Claims |
Insurance Claim |
Claims Menu > Preview Current Insurance Form > E-mail |
|
Receipts |
New Payment |
Receipts Menu > New Payment > Enter Details > Preview > E-mail |
|
Existing Receipt |
Receipts Menu > Preview Receipt > E-mail |
|
|
Transaction Summary |
Reports Menu > Transaction Summary > E-mail |
|
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Detailed Transaction Summary |
Reports Menu > Detailed Transaction Summary > E-mail |
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|
Receipts History |
Reports Menu > Receipts History > E-mail |
|
|
Letters |
Simple RTF Editor |
File Menu > E-mail |
|
Word Link |
Wording may differ depending on MS Office Version Installed File Menu >Send > E-mail |
|
|
Documents Manager |
E-mail File |
Highlight File/s > Documents Menu > E-mail |
|
Right Click on File > E-mail |
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Recalls |
Recall Letter |
Once a batch is created and patients are highlighted Print/Send > Recall Letters > E-mail |
|
Queries |
Mail Merge Letter |
Once a batch is created (any of the Query types) and patients are highlighted… Print/Send > Recall Letters > E-mail |
|
Debtors |
Reminder Letters |
Highlight Patients > Select Reminder # > E-mail |
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