You can send postcard communications straight from the patient, client or clinical record, using a template or creating your own message.
- Go to the patient's record (or clinical record).
- Go to the 'Communications' tab.
- Select the Postcard icon under Communication Methods.
- Click the '+' to create a new postcard communication.
- On the New Communication pop-up, enter the following details:
- Date & Time the postcard is to send
- Status ('Sending' will send based on set Date & Time)
- Postcard Template (if using a template)
- Delivery Address (without a delivery address set, the postcard communication will not send)
- Select PREVIEW POSTCARD to generate a preview. This will take a few seconds to generate, and will open in a separate pop-up.
- Once you are happy with the postcard, click SEND. This will send the postcard details will then create and distribute the postcard to the recipient.