Send a Report
Email generated post-operative reports to patients and other recipients.
Sending a Report
Generate the Report
First, generate the PDF report
Click Send
Click the Send button
Confirm Recipients
Verify the patient’s email address
Add CC Recipients (Optional)
Add additional recipients if needed
Send Email
Click Send to deliver the report
Email Recipients
Primary Recipient
The patient’s email address (from their contact information).
CC Recipients
Add additional recipients:
- Referring physician
- Primary care provider
- Family member (with patient consent)
BCC Yourself
Check the BCC option to receive a copy of the sent email.
Email Content
The email includes:
- Subject - Post-operative report notification
- Body - Personalised message with procedure details
- Attachment - PDF report
- Survey Link - Optional feedback survey
Before Sending
Verify the patient’s email address is correct before sending. Reports contain protected health information (PHI).
Confirmation
After sending:
- A success message confirms delivery
- The report status updates to “Sent”
- The send date is recorded
- You can view the sent report anytime
Troubleshooting
Email Not Received
If the patient doesn’t receive the email:
- Check the spam/junk folder
- Verify the email address is correct
- Resend the report
- Contact support if issues persist
Resending a Report
To resend a previously sent report:
- Open the procedure details
- Click Send again
- The same or updated report will be sent
