[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
[en] Go to the patient's record and select the History tab.
[en] Select the Print button.
[en] Select Save to PDF to download the history.
[en] Repeat these steps for all the patient histories you wish to send.
[en] Go to the client's page and select the Communication tab.
[en] Select Add.
[en] In the Type drop-down menu, select Email.
[en] In the attachment field, add the downloaded patient histories.
[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
[en] Go to the client billing page.
[en] Select the rows for all the invoices you want to send.
[en] A bar appears at the bottom of the page. Select Actions, select Send as email.
[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.