
See below for where can E-mails be Sent from in D4W/PSS.
Where can E-mails be Sent from in D4W/PSS?
Appointment Book
Appointment Reminders – Group: Options Menu > Send Reminders > Type: E-mail
Appointment Reminders – Individual: Right Click on Appointment > Send > E-mail
Patient Records – All Tabs
Recall History Report: Any Patient Records Tab > Find/View Menu > Recall History Report > E-mail
Patients
Patient Details Report: Patient Menu > Patient Details Report > E-mail
Charting
Charting Screen: Charting Menu > Preview Screen > E-mail
Charting Notes – All: Charting Menu > Report on Notes > E-mail
Charting Clinical Notes Log Audit – All: Charting Menu > Clinical Notes Log Audit > E-mail
Charting Clinical Notes Log Audit – Individual: Open Clinical Note > Notes Audit Trail > E-mail
Perio
Perio Screen: Perio Menu > Preview Screen > E-mail
Treatment Plan
Plan Notes: Treatment Plan Menu > Preview Plan Notes > E-mail
Clinical Notes Log Audit – All: Treatment Plan Menu > Clinical Notes Log Audit > E-mail
Clinical Notes Log Audit – Individual: Open Clinical Note > Notes Audit Trail > E-mail
Treatment Plan: Treatment Plan Menu > Preview Plan > E-mail
Treatment Plan Menu > Preview Plan > -E-mail
Treatment Plan Menu > Preview Plan Items not done only > -E-mail
Treatment Plan Menu > Preview Plan/Insurance Information > E-mail
Treatment
Clinical Notes Log Audit – All: Treatment Menu > Clinical Notes Log Audit > E-mail
Clinical Notes Log Audit – Individual: Open Clinical Note > Notes Audit Trail > E-mail
All Clinical Notes: Treatment Menu > Preview All Clinical Notes > E-mail
New Invoice Only: Itemised Invoices Menu > New Invoice Only > Enter Details > Preview > E-mail
New Invoice & Receipt: Itemised Invoices Menu > New Invoice & Receipt > Enter Details > Preview > E-mail
Invoice & Receipt Re-Print: Itemised Invoices Menu > Preview Invoice > Highlight > OK > E-mail
Refund of Payment for Treatment: Itemised Invoices Menu > New Refund of Payments for Treatment > Enter Refund Details > Preview > E-mail
Invoices
Preview Selected: Invoices Menu > Preview Selected > E-mail
Preview Selected with Details: Invoices Menu > Preview Selected with Details > E-mail
Invoices Notes Log Audit – All: Invoices Menu > Invoices Notes Log Audit > Invoices/Discounts > E-mail
Instalment Notes Log Audit – Individual: Open Instalment Note > Notes Audit Trail > E-mail
Transaction Summary: Reports Menu > Transaction Summary > E-mail
Detailed Transaction Summary: Reports Menu > Detailed Transaction Summary > E-mail
Claims
Insurance Claim: Claims Menu > Preview Current Insurance Form > E-mail
Receipts
New Payment: Receipts Menu > New Payment > Enter Details > Preview > E-mail
Existing Receipt: Receipts Menu > Preview Receipt > E-mail
Transaction Summary: Reports Menu > Transaction Summary > E-mail
Detailed Transaction Summary: Reports Menu > Detailed Transaction Summary > E-mail
Receipts History: Reports Menu > Receipts History > E-mail
Letters
Simple RTF Editor: File Menu > E-mail
Word Link: Wording may differ depending on MS Office Version Installed. File Menu >Send > E-mail
Documents Manager
E-mail File: Highlight File/s > Documents Menu > E-mail or Right Click on File > E-mail
Recalls
Recall Letter: Once a batch is created and patients are highlighted. Print/Send > Recall Letters > E-mail
Queries
Mail Merge Letter: Once a batch is created (any of the Query types) and patients are highlighted… Print/Send > Recall Letters > E-mail
Debtors
Reminder Letters: Highlight Patients > Select Reminder # > E-mail