Email Treatment Plan from the Diagnosis/Observations Screen
After creating a Treatment Plan for a Patient, the Practice can send it directly via e-mail as an attachment to any recipient specified by the user, such as the Patient, a caregiver, or another authorised contact.
A Treatment Plan provides detailed information on the recommended care for a Patient, including the procedures to be performed, estimated costs, and the number of treatment sessions required. Sending it electronically ensures that Patients and other relevant parties receive accurate and timely information about their care.
This capability improves communication and transparency, allowing Patients to make informed decisions and plan financially for their treatment. It also streamlines administrative processes by eliminating the need to print or manually deliver documents, while maintaining a clear digital record of all correspondence related to the Patient’s care.
Web App
Roadmap 1: NW > MOD Diary - S Diary > Select Booking > SB Diary > B Dental - T Diagnosis/Observations - S Diagnosis/Observations > SEC Invoice > B Email Treatment Plan - S Email Workflow Event
Roadmap 2: NW > MOD Diary - S Diary > Select Booking > SB Diary > B Invoice - S Invoice Details > T Diagnosis/Observations - S Diagnosis/Observations > SEC Invoice > B Email Treatment Plan - S Email Workflow Event
Roadmap 3: NW > MOD Diary - S Diary > Select Booking > SB Diary > B Clinical History - S Clinical > T Diagnosis/Observations - S Diagnosis/Observations > SEC Invoice > B Email Treatment Plan - S Email Workflow Event
Roadmap 4: NW > MOD Debtors - S Debtors > Select Debtor > SB Debtor > B Invoice - S Invoice Details > T Diagnosis/Observations - S Diagnosis/Observations > SEC Invoice > B Email Treatment Plan - S Email Workflow Event
Roadmap 5: NW > MOD Debtors - S Debtors > Select Debtor > SB Debtor > B Clinical Case - S Clinical > T Diagnosis/Observations - S Diagnosis/Observations > SEC Invoice > B Email Treatment Plan - S Email Workflow Event
Roadmap 6: NW > MOD Debtors - S Debtors > Select Debtor > SB Debtor > B Clinical History - S Clinical > T Diagnosis/Observations - S Diagnosis/Observations > SEC Invoice > B Email Treatment Plan - S Email Workflow Event
Roadmap: MOD Med Debs - S Debtor Manager > M Batch Transactions > SM1 Payment Plan > SM2 Payment Plan List - S Payment Plan List > B Print ( Ctrl + P ) - S Print > B E-mail PDF - S Email