In Dentally you can send attachments of documents that you have created in Dentally, such as estimates, statement of account and invoices. They will be sent as pdf documents.
N.B Word Documents or any other form of externally created documents CANNOT be emailed from Dentally. They need to be emailed using an external email application.
To email a Statement of Account
To email a Statement of Account
Go to the patient's Account tab
Select Statement of Account
Click on the email icon
You will see that the Statement of Account is attached
Select the email template you wish to use, if appropriate, or type in the Subject line and body of the email.
When you are ready, click Send
You will see the email with the Statement of Account as attachment in the patient's Correspondence tab.
To email an Invoice
To email an invoice
Go to the patient's account tab
Select the invoice you wish to email
Select the email icon - top right of the screen
You will see that the Invoice is attached
Select an appropriate email template, or type in to the Subject line and email body.
Click on Send
You will now see the email, with the invoice as an attachment, in the patient's correspondence tab.
To email an Estimate
To email an estimate:
Go to the patient's chart
Select Create New Estimate
Save the Estimate
It will automatically bounce you to a page to print the estimate. Close this window.
As you return to the chart tab, a box now appears to Email Estimate.
You will see that the Estimate is attached
Select an appropriate email template, or type in to the Subject line and email body.
Click on Send
You will now see the email, with the Estimate as an attachment, in the patient's correspondence tab.