Email templates can be created and saved in the system to improve ease of use when emailing an invoice to a patient. In the Patient Statement module, you can simply select a template from the list, and the email body will auto-populate with the saved content. 


To create and save an email template:

  1. Navigate to Billing > Patient Statement > Manage Statement(s) (2) tab.  
  2. Click on the email icon (top right). It will redirect you to a new screen. 
  3. Click on "Add New Template" (top right).
  4. Create an email template and save changes. 

You will see the list of saved templates in this screen. Use this to send quick emails to providers or clients while saving time.