PATIENT MANAGEMENT PROGRAM
All options will open the following screen. Note: Group statements will offer the patient selection option
prior to opening this screen.
1.
Date From / Date To
This area controls the dates on the statements (same as existing print statements).
2.
Include activity ONLY from these [Doctors]
Choose transactions to put on the statement that were done by these doctors only (same as existing
print statements).
3.
Select a Comment
Choose a default comment or type your own (same as existing print statements).
4.
Load an email template
Select a template to use from the drop down box. These should be created in advance or choose Edit
or New.
5.
Outgoing eMail Account
Select an account from the drop down box. This needs to be set up in advance from the Utilities
menu, Email, Email Accounts Management.
6.
Subject
Type a subject line for your email.
7.
Merge Letter Area
This section will populate the message body of your email. All text between red brackets are merge
fields. These fields will be populated with the patient’s information upon the receipt of the email.
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