Appointments 

 Appointment
 Reminders –
 Group send 

 Hamburger Menu > Send Appointment Messages >
 Select Method: Email 

 Appointment
 Reminders -
 Individual send 

 Right Click on Appointment > Send Reminder by Email  

 Patients -  all pages 

 Recall History
 Report 

 Any Patient page > Find/View toolbar > Recall History Report
 > Send Report by Email  

 Patients - Patients 

 Patient Details
 Report

 Patient toolbar > Patient Details Report > Email

 Patients - Charting

 Charting Screen 

Charting toolbar > Preview Screen > Email

 Charting Notes –
 All

 Charting toolbar > Report on Notes > Email

 Charting Clinical
 Notes Log Audit –
 All

 Charting toolbar > Clinical Notes Log Audit > Email

 Charting Clinical
 Notes Log Audit –
 Individual

 Open Clinical Note > Notes Audit Trail > Email

 Patients - Perio

 Perio Screen 

 Perio toolbar > Preview Screen > Email

 Patients - Treatment Plan 

 Plan Notes 

 Treatment Plan toolbar > Preview Plan Notes > Email

 Clinical Notes
 Log Audit – All 

 Treatment Plan toolbar > Clinical Notes Log Audit > Email 

 Clinical Notes
 Log Audit -
 Individual

 Open Clinical Note > Notes Audit Trail > Email 

 Treatment Plan

 Treatment Plan toolbar > Preview Plan > Email 

 Treatment Plan toolbar > Preview Plan > Email 

 Treatment Plan toolbar > Preview Plan Items not done only > Email  

 Treatment Plan toolbar > Preview Plan/Insurance Information >
 Email 

 Patients - Treatment

 Clinical Notes
 Log Audit – All

 Treatment toolbar > Clinical Notes Log Audit > Email

 Clinical Notes
 Log Audit –
 Individual

 Open Clinical Note > Notes Audit Trail > Email

 All Clinical Notes 

 Treatment toolbar > Preview All Clinical Notes > Email

 New Invoice Only 

 Itemised Invoices toolbar > New Invoice Only >
 Enter Details > Preview > Email

 New Invoice &
 Receipt

 Itemised Invoices toolbar > New Invoice & Receipt >
 Enter Details > Preview > Email

 Invoice & Receipt
 Re-Print

  Itemised Invoices toolbar > Preview Invoice >
  Highlight > OK > Email 

 Refund of Payment
 for Treatment 

  Itemised Invoices toolbar > New Refund of Payments for Treatment
 > Enter Refund Details > Preview > Email

 Patients - Invoices

 Preview Selected 

  Invoices toolbar > Preview Selected > Email

 Preview Selected
 with Details

 Invoices toolbar > Preview Selected with Details > Email

 Invoices Notes
 Log Audit – All 

 Invoices toolbar > Invoices Notes Log Audit > Invoices/Discounts
 > Email

 Instalment Notes
 Log Audit – 
 Individual

 Open Instalment Note > Notes Audit Trail > Email

 Transaction
 Summary

 Reports toolbar > Transaction Summary > Email

 Detailed
 Transaction
 Summary

 Reports toolbar > Detailed Transaction Summary > Email

 Patients - Claims

 Insurance Claim 

 Claims toolbar > Preview Current Insurance Form > Email

 Patients - Receipts

 New Payment 

 Receipts toolbar > New Payment > Enter Details > Preview > Email 

 Existing Receipt 

 Receipts toolbar > Preview Receipt > Email

 Transaction
 Summary

 Reports toolbar > Transaction Summary > Email 

 Detailed
 Transaction
 Summary

 Reports toolbar > Detailed Transaction Summary > Email

 Receipts History 

 Reports toolbar > Receipts History > Email

 Patients - Letters

 Simple RTF
 Editor 

 File toolbar > Email

 Word Link 

 Wording may differ depending on MS Office Version Installed 
 File toolbar > Send > Email

 Patients - Documents

 Email File

 Highlight File/s > Documents toolbar > Email

 Right Click on File > Email

 Debtors & Marketing
 - Recalls

 Recall Letter

 Once a batch is created and patients are highlighted
 Print/Send > Recall Letters > E-MAIL

 Debtors & Marketing
 - Queries

 Mail Merge Letter

 Once a batch is created and patients are highlighted
 Print/Send > Recall Letters > E-MAIL

 Debtors & Marketing
 - Debtors

 Reminder Letters

 Highlight Patients > Select Reminder # > E-MAIL