We have been using Zuub for this in our offices for almost 6 months now. They have an integration with Dentrix and it automatically pulls in all the required data around treatment planning and creates a more user friendly treatment plan presentations that include procedure descriptions, videos, any financing options offered by the office and sends it securely as a text or an email to the patient. It also allows the patients to request an appointment as well as apply for financing while reviewing their treatment plan.
You can do that by:
1. opening the treatment plan.
2. click on it, press CTRL, ALT and PRINT SCREEN simultaniously
3. then on the new blank email, right click and paste.
4. The entire treatment plan, in color, will appear.
I think you can print to document center, then "send" from there. That also ensures you have a copy of the treatment plan you sent, to refer to if patient has questions.
You can install a pdf 'printer'. I use the free PrimoPDF software. When I select to print using the PrimoPDF printer, a PDF is created, which I save to my desktop. Then I attach the PDF to email. Clunky, but it works!
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A quick way to email the treatment plan would be nice, and also current with today's standard business practices. Many other types of businesses can easily email quotes and other information to their clients. I think it should be SIMPLE and that you should be able to use your choice of email manager. I am not a fan of Outlook...
There is a program called Snagit. It is awesome. It allows you to copy paste anything on your screen. This will allow you to email x-rays, photos, TP, pretty much anything you can see to whomever you want. I know it would be nice to automatically do it, but this is an alternative until then.
your able to email them on g4. go to treatment planner. click on the selected case that you want to e-mail. click the copy case detail to clipboard button. then go up to the send message button. you can then right click your mouse, click paste and it will go into an email that is ready to send. if the patient doesnt have an email address in dentrix it will just come up without an email address in it and you would have to manually put it in. hope this helps you. unless you still have an older version. well then your out of luck, lol.
treatment plan status update in appointment book and on treatment manager. Very frustrating when you are working the treatment manager and want to give those unscheduled treatment plans an update that you have already called and what the status is: Sealants optional, cosmetic procedures waiting, lost job, waiting till benefits renew, can't afford, need financing... at the procedure and patient level. Do not want to click on the procedure in chart to see this, need it at scheduling and treatment manager level. Front desk does not want to call a patient and then have to open the chart to double click on a procedure to update status or flag folder of which multiple folders do not show in appointment book to see status of some and different status of other procedures.
Guest
We print to PDF all the time. Save it to the desktop and attach to your preferred secure email provider.
you can print it to doc center and send from there already
We have been using Zuub for this in our offices for almost 6 months now. They have an integration with Dentrix and it automatically pulls in all the required data around treatment planning and creates a more user friendly treatment plan presentations that include procedure descriptions, videos, any financing options offered by the office and sends it securely as a text or an email to the patient. It also allows the patients to request an appointment as well as apply for financing while reviewing their treatment plan.
You can already
You can do this if your office has a scanner. Just scan it in and attach it to the email