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.
Guest
You can. You print it to the document center instead of your printer. Email from the document center.
Should be able to email anything to a patient! Dentrix should automatically save copy to Doc Center for record.
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