SOAP Vault will automatically send a followup email to your patients after their treatment. The template for this can be managed by following these steps. You can specify how many days after the treatment date you would like the followup email to be sent. You can also modify this email. To send out a followup email follow the steps below.
- Before finalizing a SOAP Note click on the purple Action button
- Click on Follow-up
- Choose Email Now of Email Later
- Click Send Email