Send a document
Here's how to send your clinic documentation to your patients:
Sending a document to a patient:
- Click on the Clients section
- Look for a patient
- Click on the patient’s name
- Under the Information tab, click on Actions dropdown menu and select the option Send a Document
- The Document Center window will be displayed, click on Send located on the right of the article to be sent
- The page Send a document: _______ allows you to:
- Add/Change the email address
- Edit the email’s subject
- Edit the body of the message
- NOTE Leave the mention “DO NOT REPLY TO THIS MESSAGE” since we will send the emails from a Medexa’s email address, therefore the clinic won’t receive any answer sent by the patient if that is the case.
- Click on the button Send
Note: It is also possible to send documents at the moment of the creation of a patient’s file.
The procedure is detailed in this article: Send a health summary/document when opening a new patient's file.