Skip to main content

Sending an Email from a Patient/Client Record

Discover how to send an email from within a patient/client record.

Written by John Allen

In e-clinic you can send an email from a Patient/Client record. To do thisselect the contact option at the top of the patient record.
​
​

Clicking on this will present the contact options:
​
​

If you select the email option it will open up a blank template:
​
​


To select a pre made template you have created within settings > documents - you would select the - "Select a template" option:
​
​
​

When you have selected the appropriate email template it will add it all to the blank template - as shown in the image below:
​
​

Click 'Send' when you want to send the email to the client.


​

Did this answer your question?