Once a client's registration is approved, renewed, or amended, a Customer Service Representative–or CSR–should visit the Email Logs tab to send a confirmation email to the client. This informs the client that their registration update was successful.
Note: Before a CSR can send one of these email templates, they must first generate the document from the Overview tab. Visit the Overview tab to generate a Registration Document, a Registration Amendment Document, or a Registration Renewal Document.
- In the Clients module, select a client. This opens the Client's Profile.
- Open the Email Logs tab.
- Click Send Patient Email. This opens the Send Patient Email modal.
- Select a template from the Mail Template drop-down menu. To alter the style or text of these email templates, contact email@example.com.
- Click Send. In addition to sending the email to the client, this action adds a record of the email to the Email Logs tab.