Sending Email To Patients - Workflows | Healcon Practice Software For Doctors

How can clinic staff send an email to its patient ?

How to email treatment plan, bill, receipt , clinical notes, prescription to patient ? 

Email 'Treatment Plan' to patient

Email 'Bill' to patient

Email payment 'Receipt' to patient

Email 'Clinical Notes' to patients

Email 'Prescription' to patients

What all automated appointment related email reminders can be sent to patients  ?  How to setup ?  

How can clinic staff send an email to its patient ?

Refer to screenshot below and follow these steps to send sms to your patients : 

Step 1 : Go to clinic EMR by clicking on 'Clinic EMR' link from the left menu as shown in point-1 in the screenshot below .

Step 2 : Go to mail tab in clinic emr by clicking on the 'Mail' tab as shown in point-2 in the screenshot below .

Step 3 : Next click on green color '+Send Email' button as shown in point-3 in the screenshot below . This will open 'Send Email' pop-up window .

Step 4 : In the 'Send Email' pop-up window , select patient name  (email-id will automatically get populated and incase email-id is empty then fill email-id of the patient). Now write subject (Subject filed) and compose message (Message field) and click on 'Send Email' blue button . This will immediately send email to your patient . 

How to email treatment plan, bill, receipt , clinical notes, prescription to patient ? 

In healcon practice software you can send following items to patients by email : 

• Treatment Plan 
• Bill
• Receipt
• Clinical Notes
• Prescription 

Lets go through then steps to send each of them via email . 

Email 'Treatment Plan' to patient :-

In order to send 'Treatment Plan' by email please refer to screenshot below : 

Step 1 : Go to clinic EMR by clicking on 'Clinic EMR' link from the left menu as shown in point-1 in the screenshot below .

Step 2 : Go to treatment tab in clinic emr by clicking on the 'Treatment' link as shown in point-2 in the screenshot below .

Step 3 : Next click on the 'Action' button present on the right of any existing treatment plan as shown in point-3 in screenshot below .

Step 4 : Next click on 'Email' in the 'Action' button dropdown to send this treatment plan as email to the patient .

Email 'Bill' to patient :-

In order to send 'Bill' by email please refer to screenshot below : 

Step 1 : Go to clinic EMR by clicking on 'Clinic EMR' link from the left menu as shown in point-1 in the screenshot below .

Step 2 : Go to billing tab in clinic emr by clicking on the 'Billing' link as shown in point-2 in the screenshot below .

Step 3 : Next click on the 'Action' button present on the right of any existing bill as shown in point-3 in screenshot below .

Step 4 : Next click on 'Email' in the 'Action' button dropdown to send this bill as email to the patient .

Email payment 'Receipt' to patient :-

In order to send 'Receipt' for the payments made by patients via email please refer to screenshot below : 

Step 1 : Go to clinic EMR by clicking on 'Clinic EMR' link from the left menu as shown in point-1 in the screenshot below .

Step 2 : Go to payment tab in clinic emr by clicking on the 'Payment' link as shown in point-2 in the screenshot below .

Step 3 : Next click on the 'Action' button present on the right of any existing receipt row as shown in point-3 in screenshot below .

Step 4 : Next click on 'Email' in the 'Action' button dropdown to send this receipt as email to the patient .

Email 'Clinical Notes' to patients :-

In order to send 'Clinical Notes' by email please refer to screenshot below : 

Step 1 : Go to clinic EMR by clicking on 'Clinic EMR' link from the left menu as shown in point-1 in the screenshot below .

Step 2 : Go to clinical notes tab in clinic emr by clicking on the 'Clinical Notes' link as shown in point-2 in the screenshot below .

Step 3 : Next click on the 'Action' button present on the right of any existing clinical note as shown in point-3 in screenshot below .

Step 4 : Next click on 'Email' in the 'Action' button dropdown to send this clinical note as email to the patient .

Email 'Prescription' to patients :-

In order to send 'Prescription' by email please refer to screenshot below : 

Step 1 : Go to clinic EMR by clicking on 'Clinic EMR' link from the left menu as shown in point-1 in the screenshot below .

Step 2 : Go to prescription tab in clinic emr by clicking on the 'Prescription' link as shown in point-2 in the screenshot below .

Step 3 : Next click on the 'Action' button present on the right of any existing prescription as shown in point-3 in screenshot below .

Step 4 : Next click on 'Email' in the 'Action' button dropdown to send this prescription as email to the patient .

What all automated appointment related email reminders can be sent to patients  ?  How to setup ? 

Refer to screenshot below and follow these steps to send email to your patients : 

Step 1 : Go to practice settings (settings of the clinic and doctor ) by clicking on 'Practice Settings' link from the left menu as shown in point-1 in the screenshot below .

Step 2 : Next click on 'Practice Communication' to reach communication settings of the clinic as shown in point-2 in the screenshot below .

Step 3 : Once you reach 'Practice Communication' , find 'Appointment Notifications' settings and configure following as shown in the screenshot below (refer to point no. and match with the numbers in the screenshot below) : 

1. Patient Appoint Confirmation : Email notification is sent to patient on adding a new appointment .
2. Patient Appointment Re-Schedule : Email notification is sent to patient on re-scheduling an appointment . 
3. Patient Appointment Reminder : Automated Email reminder is sent to the patient on the day of appointment in the morning . 
4. Doctor Appointment Confirmation : Email alert is sent to doctor on adding a new appointment .
5. Doctor Appointment Re-Schedule : Email alert is sent to doctor on re-scheduling an appointment .
6. Doctor Daily Schedule : Automated Email notification to doctor in the morning informing him about all the appointment in the day .
7. Accept Online Appointments : Email are sent to the patient and doctor when online appointments are confirmed or cancelled

Note : You need to tick the checkbox as shown in point 1,2,3,4,5,6,7 in order to configure these sms alerts for your clinic . Also patient email-id should exists (can be added during adding new patient or by editing patient records) in order for the clinic to send any automated email notifications /alerts .

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