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How can I email an itemized receipt?

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Abstract:

Patients with Open Balances

If the patient has an open balance, perform the following steps:

  1. Export a PDF of the patient's itemized statement in the Reports and Statements window.
  2. Email the PDF to the patient using your email client (e.g., Outlook, Gmail).

All Patients Regardless of Balance

Since OfficeMate does not currently export receipts to PDF natively, you will need to install a PDF printer (see "Installing a PDF Printer" below).

If you are sending the receipt when you record the fee slip, perform the following steps:

  1. Click Record.
  2. Click Printer Setup.
  3. Select the PDF printer and click OK.
  4. Click Print and save the PDF.
  5. Email the PDF to the patient using your email client (e.g., Outlook, Gmail).

If you are sending the receipt after the fee slip has been recorded, you will need to set the PDF printer as the default printer in the Windows Control Panel. You might consider setting the PDF printer as the default on a computer that you don't use to print very often, so you don't have to constantly switch your default printer between the PDF and the physical printer. Once the PDF printer is set as the default, perform the following steps:

  1. Open the Patient Ledger window and search for the patient.
  2. Select the fee slip that you want to send the patient.
  3. Click Print and save the PDF.
  4. Email the PDF to the patient using your email client (e.g., Outlook, Gmail).

Installing a PDF Printer

To add printing directly to a PDF as an option in your practice, install PDF Creator, a free tool available from SourceForge. This tool can be installed on any com

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