Email a Referral Report from a Patient Visit

A referral report is a document created from a Patient Visit that doesn’t display pricing information. To email a report from a patient visit, complete the following steps

• 1

  Navigate to the Patient Visit detail page and click Email Report

  
• 2

  The Email will contain a PDF attachement of the Report

  
• 3

  Enter the Subject and Body and click Send

  Note that the default “To” field is the Client specified in the Referring Vet / Client field of the Patient that this Visit was performed on.