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[en] How to Send Multiple Patient Records to a Client

[en] This article explains how to send multiple patient histories or records to a client. [en] You can download each patient's history as ...

[en] This article explains how to send multiple patient histories or records to a client.

[en] You can download each patient's history as a PDF and then attach all the files to a single email.

[en] Procedure

  1. [en] Go to the patient's record and select the History tab.

  2. [en] Select the Print button.

  3. [en] Select Save to PDF to download the history.

  4. [en] Repeat these steps for all the patient histories you wish to send.

  5. [en] Go to the client's page and select the Communication tab.

  6. [en] Select Add.

  7. [en] In the Type drop-down menu, select Email.

  8. [en] In the attachment field, add the downloaded patient histories.

  9. [en] Select Save and send email.

[en] How to Send Multiple Invoices with Consultation Records

[en] When sending multiple invoices, you can also attach a printout of the patient history for each related consultation. This printout does not include the full patient history.

[en] Procedure

  1. [en] Go to the client billing page.

  2. [en] Select the rows for all the invoices you want to send.

  3. [en] A bar appears at the bottom of the page. Select Actions, select Send as email.

  4. [en] In the dialogue that opens, select the Attach patient history print of this consultation? checkbox.

[en] History for each consultation connected to the selected invoices will be included in the email.

[en] See Also

[en] Printing and Emailing Patient History

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