With the inclusion of the documents library into SimpleClinic, you can easily attach documents, files, forms, questionnaires, photos etc to patient emails within SimpleClinic! The most common ways for sending documents to patients are:
- In the Prescriptions screen, as part of the advice you give them, and
- In the Patients screen.
Sending documents to patients from within the prescription screen
Fill in the Prescriptions information for a client as usual. When completed, click on the View Attachments button at the bottom of the prescription.
The attachments window pops up and from here you can choose any file from the patient's General Files tab, from your Document Library, or Video Library.
Multiple attachments can be added from each category if required.
If an incorrect document is added to the prescription, the file can be deleted by clicking on the red garbage can button.
When all documents have been added to the prescription, close the attachments pop-up window, scroll to very top of prescription, and elect Share to email the prescription to the patient.
Below is how they will appear on the patient's prescription.
Sending documents to patients in patients screen
You can also send documents to patients in the patient details screen.
Click on the Send button in the action bar at the top of the patient details screen. The Send button drops down to give two options, to send an SMS message or an Email.
Choose the Email option to display the email screen.
Type in the email details as needed. In the Attachments field, type in at least 3 letters of the document name, and select the document from the list. You can add more than one document to the patient email if required.
Click on OK to save and send the email to the patient.