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Clicking on the icon in the corresponding area will load the email address related to the appropriate source. If there is no email address on file, a box will open asking the user to enter an email address. After entering the address, the default email application will open.
Email Statements
Clinics have to ability to email statements to clients who prefer to receive email communication
- Client Setup
- In the client General Information, check off E-Mail Statements
- Printing Statements
- From the Section pull-down, choose General Management
- Click on Financials
- Choose Send out Statements
- Click OK
- From the Print or Email pull-down, choose your preferred method of sending statements
- Print - will only print statements for all clients
- Email First and Print Others - will email to clients who have Email Statements checked, and will print statements for all other clinics
- Print All and Email Others - will print statements for all clients, and also email clients who have Email Statements checked
- Click OK to generate statements
- Click Confirm AFTER you have confirmed statements have printed correctly