Steps to send emails to patients without active patient portal:
- Click on Utilities on the product dashboard.
- Click on Company Preferences
- Turn On the option Email notifications to patients without Patient Portal when appointment is created.
- Log off and log into the system.
- Create a new appointment in the Scheduler.
- Enter the required details in the appointment.
- Click on Save.
- An email is sent to the patient with the appointment details.
Steps to manually send emails from existing appointments to patients without the patient portal:
- Turn On the option Email notifications to patients without Patient Portal when appointment is created.
- Click on Update.
- Log off and log into the system.
- Click the Send Email button.
- An email is sent successfully to the patient.
- If the patient doesn't have an email ID, the Send Email button is grayed out till an email address is added for the patient in the Patient Profile.
Note: The Send Email button is made available for existing appointments for patients with active patient portal as well.
Steps:
- Turn ON the Email notifications to patients with Patient Portal on the product dashboard Company Preferences.
- Click on Update.
- Log off and log into the system.
- Click the Send Email button on an existing appointment in Scheduler.
- An email is sent successfully to the patient.
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