A feature has been built to allow customers to select specific Attachments uploaded to a Patient Agreement to be appended to the Patient Receipt package that is emailed to the Patient. Attachments selected to be sent to the Patient will still be attached to the Billing Document package, no change has been made to that functionality. To use this feature, it needs be enabled on the Account settings page. If interested, submit a Help Ticket asking for the functionality to be turned on.
The Attachment process starts out the same by clicking the Add button for Attachments
A popup module will appear. Upload attachments utilizing the current upload options.
From the Add Attachment list, select the Type of document being uploaded.
Select Attach File to upload document to the PA.
After documents have been uploaded, a new section on the Attachment line will appear called ‘Patient Visible?’ The checkbox allows you to choose which of the Attachments need to be sent to the patient Note: The Attachment Types Chart Notes and Progress/Clinical Notes are not included as options to email patients.
Selecting the checkbox will open a pop up asking to confirm if this Attachment should be sent to the Patient. Click ‘OK’ to proceed. Clicking ‘Cancel’ will uncheck the Patient Visible checkbox for that Attachment.
The Patient Visible checkbox for that Attachment will show as checked and green.
When the patient selects they want the Patient Agreement Receipt emailed on the Patient Signature section, any ‘Patient Visible’ checked Attachments will be included in the Patient Receipt package sent.
After the Patient Agreement has been Submitted to Billing the Patient Visible attachments will be marked with grey checkbox.
***Printable PDF Available***