Email invoices, documents and images

Within the Documents & Images tab on the patient's dashboard, you'll find any files associated with the selected patient. Some file may be automatically generated by the HearLink system during specific actions like a Sales Order or a Hearing Test. You can email these documents when needed

In this article we will cover how to:  

• email a document or image. 
• email multiple documents.

Email a document or image

• Click the Email text next to the relevant document. 

• A form will appear pre-filled with details pulled from the document. 

If an email address was not provided when creating a patient, you will need to manually add an email address.

• Make any changes or customisations to the content if required, including subject line, email heading and body. 
• Optional: Click Show email preview to see the email layout.
• Click the Submit to send the email.

Email multiple documents

• Check the tickboxes next to the relevant documents. Select as many as required.
• Click Email documents.

• A form will appear pre-filled with the extra documents.

If an email address was not provided when creating a patient, you will need to manually add an email address.

• Make any changes or customisations to the content if required, including subject line, email heading and body. 
• Optional: Click Show email preview to see the email layout.
• Click the Submit to send the email.