Legacy - Creating a Template for Report card email

Emails Templates and forms

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• Legacy - Patient Report Card emails

  This is the way the report card looks when you email the same. In the lesson 'Creating a Template for Report card email' we will show you how the templates can be created and stored in the system Preview of Patient Report Card email View / Select ...

• Legacy - Viewing Notes, Report Card

  Adding and Viewing Notes, Report Cards Entering Notes or Adding notes to a Report Card for a Plan Item   Click and select the plan Click on the blue text to enter the notes 1. Enter notes under Hand Written Rx / Notes, which will appear on the EMR ...

• Next Gen - How do I change email templates?

  Navigation to: Go to : EMR Management >> Templates and Attachments >> Default Templates. Under this page, please click on Cover email as shown below and you will get a list of all the emails that can be used to send to the clients. On this page, you ...

• Legacy - Telephone / Email / Mail reminders

  - For a date range create a list of clients for which reminders need to be sent out ( via. telephone, email and mail ) for a specific plan item. - This list will only be for over due reminders and expired reminders can be added to this report by ...

• NextGen - How to generate a report on clients declined email to generate Post Card ?

  1) Click on the statistics and reports icon as shown below and click on Reminders.  A > Click on Statistics and reports. B > Click on Reminders. 2) Click on Show Clients declined email to generate Post Card and select the date range needed and click ...