Emailing Invoices

[wally]

Is there a way to email invoices directly from the Billing screen? My non-direct email is working using the test email.

Thanks

[gracecrystalpm]

According to HIPAA, you probably don't want to send anything with patient info (invoices, exam record...etc) through unsecured email accounts. I'd advise using the patient portal and we made it easy for you to upload invoices directly to the portal! just click on upload to portal on the billing page.

If you haven't put the portal link on your website, go to admin - websites - 2nd link on the page (online documents). put that link on your website.

Thanks,
Grace