You can share one or multiple records with the client or send them to a different email address, such as another doctor's office for referral.
1. Search and Select the desired patient.
2. From the Patient's Health Card, scroll down to the Timeline, and then switch to Records.
3. Now, click on Share Records.
4. Once the pop-up with the records list opens, simply select the ones you want to send
from the check box on the left side.
5. In the right panel, you will see the parts of the record that you can exclude from the PDFs sent by Digitail. For example, you can send the records without prices: Click on the eye icon to exclude the parts of the record (The eye icon will be greyed out if the part is excluded).
6. You can send the email with the records to the client's email address, or to any other email address:
Once the email is sent, you will see a confirmation. Please be aware, that if you are typing a different email address than the client's, you have to make sure the email address is correct. Digitail only confirms that it was sent to the email address provided by the user.
The email recipient, or recipients, will get a single PDF file with all the records you included.
Share Preventive Tab or Vaccination Records Only
From the patient’s Health Card, open the Preventive tab and click the Download button to generate a full treatment and protocol history.
You can:
Choose which Reminder Protocol categories to include.
Assign a responsible staff member, or leave it blank if not needed.
Click Preview once your selections are complete.
From the preview screen, choose to email, download, or print the report.
Notes:
A product or service must be linked to a Reminder Protocol to appear in Preventive History.
If no Reminder Protocol was triggered, the treatment will not appear in the report
To exclude historical or manually added treatments, uncheck the box. This ensures only treatments administered as part of a Record are included.
For more information: Preview / Download Patient's Preventive History