This article explains how to create an email template for the Email Invoice function in the Manage Statement module.
TherapyPM offers an Email Invoice function in the Manage Statement(s) module.
- Click the Patient Statement option under the Billing tab in the left navigation.
- Click the Manage Statement(s) tab.
- Click the Settings icon (gear) at the top right corner.
- Type the email template body.
- Use the filters to generate the patient invoice. Under any invoice, click the Email Invoice option under the Action Button.
- Use the screen to type the email and include a message to send the invoice to the respective patient.