Once Setup to E-mail from a Patient File is complete, the ability to e-mail direct from a patients' file exists, in all pages of Patients section where printing is available.
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What: |
Where: |
How: |
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All pages in PATIENTS |
View > Recall History Report |
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All pages in PATIENTS |
View > Show Next Appointments > Print |
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Patients |
Patient > Consolidated Patient Record Report > OK |
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Charting screen |
Charting & |
Charting > Preview Screen |
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Tooth Condition |
Charting & |
Charting > Report on Notes |
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Charting & |
Charting > Clinical Notes Log Audit |
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Perio Chart |
Perio |
Perio > Preview Screen |
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Treatment Plan |
Treatment Plan |
TreatPlan > Preview Plan Notes |
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Treatment Plan |
TreatPlan > Clinical Notes Log Audit |
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Treatment Plan |
TreatPlan > Treatment Done Report |
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Treatment Plan |
TreatPlan > Treatment History by Tooth > [tooth #] |
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Treatment Plan |
Treatment Plan |
Treatment Plan > Preview Plan |
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Treatment Plan of |
Treatment Plan |
Treatment Plan > Preview Plan items not done only |
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Treatment Plan |
Treatment Plan |
Treatment Plan > Preview Plan/Insurance Information |
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Clinical Notes |
Treatment |
Treatment > Preview All Clinical Notes (F6 key) |
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Treatment |
Treatment > Clinical Notes Log Audit |
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Treatment |
Treatment > Treatment Done Report |
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Treatment Plan |
Treatment > Treatment History by Tooth |
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New Invoice Only |
Treatment |
Itemised Invoices > New Invoice Only > Preview |
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New Invoice and |
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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Treatment |
Itemised Invoices > New Refund of Payments for Treatment |
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Invoice Preview |
Invoices |
Invoices > Preview selected |
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Invoice Preview |
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 |
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Detailed Transaction |
Invoices/Receipts |
Invoices > Reports > Detailed Transaction Summary |
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Current Insurance |
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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