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Canine III

Patient Contacts

There is a drop down patient contact titled "Email Contact". When used it puts a note of "Sent email to patient". Can we add a contact that makes a notation of when we send an email to a specialist? 

@debi_peterson

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Community Manager
Community Manager

Re: Patient Contacts

@jfdias68 @saint_tammy @debi_peterson any suggestions for this? 

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CS Dental Employee
CS Dental Employee

Re: Patient Contacts

This field is not user defined.  Other options to accomplish this task might include (1) selecting the contact type "Not from a specific Contact Expert" and typing a comment.  This shows an entry of "Contacted" but the comments would describe the email to the referring doctor.  (2) Several things have to be in order to send email from within practice works.  Most important is the use of a "MAPI" compliant email such as Microsoft Outlook.  If a document is set as an "email type" document and set to "save to history", when you email the referring document using this method, it adds an entry into history.

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