Send a Report
Email generated post-operative reports to patients and other recipients.Sending a Report
1
Generate the Report
First, generate the PDF report
2
Click Send
Click the Send button
3
Confirm Recipients
Verify the patient’s email address
4
Add CC Recipients (Optional)
Add additional recipients if needed
5
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
Checklist:- Email address is correct
- Report content has been reviewed
- Appropriate recipients selected
- Patient has consented to email communication
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