You can send documents (such as invoices or letters) to patients and contacts in Semble, in two different ways:
Share
When you use the 'share' function for a document, an email is sent to the patient or contact with a link to view the document in a new browser tab. The person is prompted to enter their birthday, and then is redirected to a secure portal where they can view and download the document:
The share function has three layers of security:
Contact receives an email with no confidential information in it
When View document in the email is clicked then a unique token is generated
When the document opens, it will still be on Semble servers
For more information on how to use the share function, select one of the links below:
When you use the 'email' function for a document, an email is sent to the patient or contact with the document attached to it. The person can view or download the document within the email as they normally would.
Note: To send emails to patients or contacts, you must make sure that you have a role assigned to you that gives you editing permissions for Communication settings, Patients, and Contacts. For more information on roles, see here.
To email a document to a patient or contact:
1. Go to the document that you want to email. In this example an invoice is being emailed.
2. Click the more options icon in the top right-hand corner.
3. Select Email.
4. Enter the email address or name of the person who you want to send the email to. You can send the document to multiple people by separating their names and email addresses by a space.
5. Fill in the rest of the email details:
Subject
(Optional) Comments
6. Click Send.
The document is emailed to the selected recipients.