In this guide we will discuss how to email an already-created Treatment Note, Consent Form or a Medical Questionnaire to a client.
The medical form can be sent in two different ways - as a regular email or as a sensitive email. Please follow the steps below:
Sending a Medical Form via Sensitive Email
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Log into your Pabau account.
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Search for the client whom you want to email a medical form to via the "Search" bar in the upper corner.
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Or if you are in "Calendar", search for the client via the "Contact Finder" button, in the upper-left corner.
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Once you have opened the client's card, please click on "EMR."
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From the dropdown menu, choose the type of medical form you would like to email (Consent, Treatment Note, Prescription, Medical History.)
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Find the medical form that you want to email and click on the "Email" button.
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From the pop-up window choose "Read Only" if you would like to email the medical form to the client in a pdf format, non-editable, or choose "Editable" if you would like the client to edit his answers and submit new answers.
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On the next pop-up window, please choose "No" if you don't want a Medical History form to be sent along with the form you are emailing, or "Yes" if you would prefer to include a Medical History form in the email.
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On the next screen, you would be able to add a subject to the email, even add a template or another medical form if you wish to.
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If you have chosen "Send Medical Form Editable" it will be displayed with "Click here to change treatment form" text, but you can adjust this text according to your preferences.
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Last thing to check is whether you have ticked the checkbox next to "Sensitive data?" which will send this email as a Sensitive Email.
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Final step is to click on "Send Email" button.
Sending a Medical Form via Non-sensitive Email
The same steps apply when emailing a medical form without the email being marked as "Sensitive."
Follow the steps above on how to search for a client - choose a medical form and at the last stage, please make sure to uncheck the box next to "Sensitive data?".
*How to Email a Document to a Client?