Emailing aftercare paperwork can be done manually, or the process can be automated through Patient Flow. This section will go over the various ways to email these documents.
From Checkout
Navigate to Clients > Check In/Checkout > Check In/Checkout. Click the animal’s status such as In Progress or Checked Out to get to the Checkout page.
Verify the email is on file
From Checkout, navigate to the Appointment tab. View the Owner’s information and make sure a valid email is on file.
To email paperwork, click Paperwork in the upper right corner. Then, select Email. Tick the boxes for all the documents you want to send and select Email Selected Documents.
Note: If no owner is set on a volume client appointment, the email will be sent to the volume client’s email.
From Patient Flow
Paperwork can be manually sent from Patient Flow as well. Move the patient through to the last page (Surgery or Treatment tab). Click Paperwork > Email. Select all the documents and click Email Selected Documents.
It can also be sent once the Surgery Done button is clicked if you have Patient Flow Automations set up. Learn how to do that here. Below are the options you can select after this is set up.
From Print/Email Paperwork
- Go to Clients > Check In/Checkout > Print/Email Paperwork.
- Select the appointments you want to email and click Email Selected.
- Tick the boxes for all the paperwork you want to send.
- Click Email Selected Documents.
Communication Logs
If need to verify that the aftercare paperwork has been sent, go to Clients > Client Management > Communication Logs. Here you can filter by message type and delivery type. You can also view what was sent by clicking Message.
