Emailing a Patient Document

Once you email a Patient Document, it is saved as a PDF in the patient file.

IMPORTANT: For confidentiality reasons, you can only send patient data to an email address that is stored in EXACT.

To email a patient document

1. Open the Patient File on any tab (see Details tab example below).
2. Click the Create Patient Document button:

   

   You will see the Document Details screen, with any templates that you currently have displayed on the screen.

3. Double-click a template to load it in EXDOC-PRO.
4. Check that you are actually looking at a patient document and not a template.
5. Edit the patient document as necessary, using any EXDOC-PRO functions (merge fields, charts, images, Xrays, etc).
6. Click the Options tab at top left of the screen, to slide out a panel with buttons.
7. Click the Email Document button.

   

   You will see the Contact by Email window:

   

8. Follow the instructions. When you click OK, you will see a prompt. This is for clinical governance reasons, because a PDF file will be created for emailing, and it will be stored on the Patient File:

   

9. Click Finished to display the Create Email window:

   

   The To... field defaults to the patient email recorded in EXACT, if it exists (this can be deleted or changed).

   IMPORTANT: For confidentiality reasons, you can only send patient data to an email address that is stored in EXACT.