This article explains how to send multiple patient histories or records to a client.
You can download each patient's history as a PDF and then attach all the files to a single email.
Procedure
Go to the patient's record and select the History tab.
Select the Print button.
Select Save to PDF to download the history.
Repeat these steps for all the patient histories you wish to send.
Go to the client's page and select the Communication tab.
Select Add.
In the Type drop-down menu, select Email.
In the attachment field, add the downloaded patient histories.
Select Save and send email.
How to Send Multiple Invoices with Consultation Records
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.
Procedure
Go to the client billing page.
Select the rows for all the invoices you want to send.
A bar appears at the bottom of the page. Select Actions, select Send as email.
In the dialogue that opens, select the Attach patient history print of this consultation? checkbox.
History for each consultation connected to the selected invoices will be included in the email.