There is not currently a way to export/email a selection or all of a patients contact files in bulk.
Our recommended steps for exporting patient contact files are listed below, once completed you can attach the exported patient contact files to an email to the patient using the "Attach" button on the final part of Printing/Emailing Patient Details.
1. If exporting multiple files we suggest creating a folder in Windows to store the files in. In our example we created a folder named "Joe Bloggs" on the Desktop of the computer.
2. Open each file you wish to export from the patients contacts tab. The program that the file opens with depends on Windows and which program is selected to open each type of file (i.e different types of Image files or documents).
3. Locate the option to save the file (depending on the software used to open the file this could be in different places for each file), select where you want to save it, name appropriately and click "Save".
This example shows the user opening a Patient Portal contact consent form which is an HTML file, the location folder Joe Bloggs is selected and the file is renamed as Contact Consent and then saved into the new folder.
Example; saving a patients Terms and Conditions document via Adobe Reader (PDF File)
For patient contacts like SMS & Emails, these cannot be exported from EXACT in the same way. If patient communications like these are required we advise either using Windows Snipping Tool to capture the patients contacts screen which will show the dates of the communications or alternatively, if you need the content on the communications, copy and paste each message onto a Word document or Snipping tool individually.
4. Once everything has been saved; if you need to then export any X-Rays/Images from EXAMINE Pro or attach your exported files to an email to a patient or specialist follow one of the below articles.
- Printing/Emailing Patient Details (Use this if you also intend to send patient details, charting, appointment, transaction or medical history info)
- Emailing a Specialist
- Sending a Patient an Email
- How To Import & Export Images/X-rays Within Examine Pro