Emailing

Email invoices, receipts, and statements from Print preview windows.

In the following examples we show you how to email a receipt, but the concept is the same for invoices and statements.

  1. From the Record Visit window:
    1. During the visit, click Receipt.
    2. In the receipt print preview window, click Email.

    3. In the New Mail window, make modifications to the message if desired, and then click Send email iconSend when you are ready to send the email.

  2. From the Patient's Record:
    1. Locate and open the patient's record.
    2. Within their record, locate and select the Accounts tab, and then select the entry you want to email a receipt for.

    3. Locate and click Print at the bottom-right of the patient's record, and then selectReceipt Copy from the menu that appears.

    4. In the print preview window, locate and click Email.
    5. In the New Mail window, make modifications to the message if desired.
    6. Click Send when you are ready to send the email.