Send Out Follow Up Emails

  1. Open a SOAP Note.
  2. Click on the purple Actions button (top right)
  3. Click on Follow-up
  4. Compose your message
  5. Select Email Now or Email Later and select the number of Days
  6. Select Save or Send

 

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4 Comments

  • 0
    Avatar
    Debi Saidman-Ireland

    I do not see a Follow-up on the pull down from the action button.  How do you control whether or not the email is even sent to begin with.  Do you have to do it each time manually or is it sent automatically.  I can't see anything to control that. 

  • 0
    Avatar
    Support

    The followup button is available in the dropdown Actions menu.

     

    You choose on a per-SOAP note basis whether to send one.  You can either send it immediately or on a delay.

    Edited by Support
  • 0
    Avatar
    Mystique Phan

    I see the save button but where is the send button. Im sure I'm probably looking right at it but I dont see it.

  • 0
    Avatar
    Support

    If you click on 'Email Now' the button will change from Save to Send Email.

     

     

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