AnsweredAssumed Answered

Emailing new patient paperwork to new patients

Question asked by doctom4300 on Jun 28, 2016
Latest reply on Jun 20, 2017 by mdunham

I'd like to be able to email our new patient forms, which are in PDF format, to new patients who supply their email address, and I'd like to be able to do this from within SoftDent. I'd like to specify the body text of the email.

 

We have SoftDent version 14.2.8.

 

Is there a way to do this within SoftDent, including attaching the PDF?

 

While perusing SoftDent's help, I see mention of the Document Manager, but nowhere do I see how to start the Document Manager. I can't even figure out if the Document Manager would help with what I'm trying to do.

 

I'm fairly new to dental software, so not everything is obvious to me.

 

Thanks!

 

-Brenda

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