When you either create a new invoice or view an existing invoice you can email it directly from within WriteUpp and it will automatically be added to the client's record (in the Messages tab of the Patient Summary).
Click on the icon at the bottom right of the screen.
This will open a page that will allow you to specify recipients (To, Cc and Bcc) with slightly more intelligence (we hope) than regular email and your invoice is added as an attachment.
When you click on either of the To, Cc and Bcc fields you will be shown an Address Book (which you can also access via the icon to the right of the field). This will show you any individuals (with email addresses) that are in any way associated with the client, including:
- Next of Kin
- Third-Parties (Insurance, School etc)
- Your Colleagues
The screenshot below shows you how this looks.
All you need to do is just tick the people that you want to receive the email, type your message, click Send and you’re good to go.
Any messages you send this way are also added to the “Messages” tab of the Patient Summary. If you need to add another recipient you can manually enter their details in the field at the bottom.
Please be aware that replies sent to emails sent this way will not be added to WriteUpp. However, if you set up WriteUpp to use your own mail server replies will be received to your regular inbox (outside of WriteUpp).
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