Email a Receipt

To email a receipt of a single visit, complete the following steps

• 1

  Navigate to the Patient detail page and click Email Rcpt

  
• 2

  Click Select Template

  
• 3

  Click on the Send Email with Receipt Attached Email Template

  
• 4

  Make any changes to the populated Subject and Body and Click Send

  
• 5

  Under the Activity History for the Patient Visit and the Client, a record of the email will be created

  
• 6

  An Email will have been sent to the client and BCCed to your address