Improvement: Ability to select template when sending email for treatment plans
Pinned PlannedWe are still waiting on you guys allowing for email templates to be selected when sending Treatment Plans.
You have the ability to do this when sending an email from the patient file but you don't allow when sending a Treatment Plan.
There should also be more ability to edit the actual treatment plan before it gets turned into a PDF and attached to the patient file. Like how you can edit a letter and then send it.
Alternatively you should add the ability to insert treatment plans into your letters section so that we can send more detailed treatment plans with letters that then get sent...
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Official comment
Hi David,
Thank you for sending your request here to let us know that this would be useful.
Yes we do have the capability to select email template in other areas.
We will be adding this capability here soon.
Comment actions -
Hi Team,
Exact has the capability to add invoice notes so it would be great to be able to choose templates for the email to generate this sort of information. A few of the Exact users have agreed that they'd like to keep the invoice cleaner and utilise the email to explain details of the treatment etc.
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