Client Communications

Preview your client communication report before sending
9 STEPS 1. Start by launching the client communication feature for the specific results you would like to share with your client. 2. Ma...
Mon, Sep 18, 2023 at 3:09 PM
How to send your client communication to the pet owner
7 STEPS 1. Start by launching the client communication feature for the specific results you would like to share with your client. 2. Ma...
Mon, Sep 18, 2023 at 3:07 PM
Saving your client communication as a Draft
7 STEPS 1. Start by launching the client communication feature for the specific results you would like to share with your client. 2. Ma...
Tue, Sep 19, 2023 at 9:41 AM
Saving your client communication to send later
7 STEPS 1. Start by launching the client communication feature for the specific results you would like to share with your client. 2. Ma...
Tue, Sep 19, 2023 at 9:49 AM
How to create a client communication report and submit it
14 STEPS 1. We are excited to share that client communication capabilities are now available within HealthTracks. When viewing a patient repor...
Tue, Sep 19, 2023 at 12:06 PM
How To - initiate a client communication report from the results screen
3 STEPS 1. Select the vertical 3 dots icon on the right side of the patient you wish to send out a Client Communication report for. 2. ...
Tue, Sep 19, 2023 at 12:07 PM
Hide/show lab comment in client communication reportĀ 
3 STEPS 1. If you wish to minimize the comments on the client communication report. 2. Select the slide button on the top right side of...
Tue, Sep 19, 2023 at 12:08 PM
How to annotate a client communication report
8 STEPS 1. Start by launching the client communication feature for the specific results you would like to share with your client. 2. Fr...
Tue, Sep 19, 2023 at 12:09 PM
How to create canned messages
8 STEPS 1. HealthTracks has enabled a new canned message builder option. This feature will help you save time when sending Client communicatio...
Tue, Oct 17, 2023 at 10:42 AM