Share Encounter PDFs

From the Share tab of the encounter footer, you can email a PDF copy of the entire encounter, discharge instructions, or referral letter to the client, rDVM, or other recipients.

In the Document Type field, you can select a pre-configured set of encounter sections to include in the PDF:

• Full Encounter: Includes all sections of the encounter except empty sections that have no data.

• Discharge: Includes only the Discharge section and Attachments added to the encounter.

• Referral Letter: Includes only the Attachments added to the encounter.

Expand the Custom Options section of the Share window to add/remove encounter sections and attached files as needed.

The PDF will only include files selected in the Attachments field when Attachments is selected in the Included Sections field.

If you remove Attachments from the Included Sections, no attachments will be added to the PDF.

Select Email to send the PDF to the specified Recipient(s), or select Preview to download a copy of the PDF.

Conversation Record in Patient Chart

When you email the PDF to the client, the email is recorded as a closed conversation in Patient Chart > Chart > Communications and in Patient Chart > Messages.