Emailing quotes
Quotes can be emailed to patients in two ways:
- by using the Send button when viewing a list of quotes
- by sending a report containing quotes to a patient. A report containing quotes will send an individual email for each quote to the patient
To send an individual quote to a patient:
- find the patient’s quotes
- click dot menu button next to the quote
- click Email to patient
- confirm that you would like to send the quote to the patient
Quotes are mailed to patients as PDF files. This makes it convenient for patients to sign and return quotes to your practice.
On pages that show a list of a patient’s quotes, quotes that have been emailed will include a notification that an email has been sent including the timestamp and who sent the email.