Sending Reports
Reports can be sent to patients and referring doctrs via a patient’s Report Dashboard
To send a report:
- find the Submitted Reports section of page
- find the report that you would like to send
- click on the dots menu to the right of the report
- click Send Report
The patient will receive a WhatsApp notifying them that their treatment report can be reviewed in the portal.
Additionally, an email will be sent to both the patient, and each of their associated referring doctors.
The email sent to the referring doctors will contain the following:
- treatment report
- photos and xrays of the patient
The email sent to the patient will contain the following:
- Welcome Letter
- Photo and Xrays
- Links to the report’s quotes, as well as PDF attachments for each quote
- Treatment Plan & General Notes
- A PDF of the dentist letter