Emailing from inside BP (Invoices)
Guide and information provided is up to date as of: 24/01/2024
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Guide and information provided is up to date as of: 24/01/2024
Last updated
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If you have any questions or concerns related to this guide or need help with having this setup, please feel free to reach out to the IT team — helpdesk@myhealth.net.au
Find the beautified guide below to send to end users:
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Emails are not sent from your reception email address; This means you’re unable to see replies to emails sent from this option. A log is automatically provided on the patient’s file (patient notes) on what was provided.
Once an email has been sent BP will automatically log in the patient’s file what was generated and successfully sent as seen below.
Take note of the “Subject” line (as seen on the Second Tab), this is generated based on the title of either the template a doctor or receptionist used (IE - Debt template, reminder letter, recall etc) or if generating an invoice / receipt it'll generate that with an invoice number alongside it. The subject title can be changed.
You are unable to send:
Investigation reports
Correspondence In
You are able to send:
Correspondence Out
Letters
Invoices
With the limitations noted above, let’s move forward on how to email
All clinic staff are able to utilise this feature
To break this down:
You can customise who you want to send this to, or simply click “Use patient e-mail” to prefill with the currently supplied email address on file (if it is blank, it will not prefill)
You are also able to CC anyone else (if required, otherwise leave blank)
You are able to title what the subject should be (this will also reflect into Best Practice Patient notes as noted - HERE)
REF: Produces a rich text format option - DO NOT USE THIS OPTION
PDF: Produces a portable Document Format (PDF) with a prefilled PIN (This pin is prefilled with the patient’s date of birth in the format DDMM) you will select this option every time. You must use the PIN for all correspondence out.
This is where the email will be sent from, this is sent from your noreply email address, you do not have access to this email as it’s unmonitored and not required to be monitored.
Once you have clicked “Send” it will take roughly 5-10 seconds to send the document to the desired recipient and will automatically log in the patient’s file that an email was sent. (As noted in the Subject area)
The patient will then receive an email that with the following encrypted document with your standard outgoing template.
REMINDER: Emails are not sent from your reception email address; This means you’re unable to see replies to emails sent from this option. A log is automatically provided on the patient’s file (patient notes) on what was provided so reception should visit this if required to investigate.
HTML TEMPLATE:
Lines 9 to 14 need to be changed to clinic specific details.
