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How to Email Invoices

May 29, 2018 by Daniel Dellapenta

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This article will show you how to email patients copies of their invoices (e.g., Private, Slip & Fall, WSIB, OHIP, EHC and MVA invoices including OCF-21B & C). This will not only save you time and money on ink and paper costs but also a great paperless office solution.

Note: If your mail server settings were not previously configured in eBroadcast, you must do so first. See the Configure Mail Server for eBroadcast article for more information.

To perform the following procedure, open an existing invoice or create one from scratch.

  1. Review or complete the invoice, then click the Email button.
    The eBroadcast email window opens with the invoice attached.
    Note: The Invoice Email template can be modified in eBroadcast. See the Create and Manage Email Templates article for more information.
  2. Add recipients by typing their email address in the Recipients field or click Recipients to select from a list.
    Note: Patients with an email address on file in the Patient Manager will appear in the Recipients field by default.
  3. Review or modify the subject and message.
    Tip: Use the Insert Fields button to populate the message subject and body with patient name, facility and invoice information. See the Merge Fields section of the Create and Manage Email Broadcasts article for more information.
  4. Click Send.

Once sent, you can view the status of the message in the eBroadcast Queue Log.
Note: The system may take up to 90 seconds to process the message before it enters the queue.

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alerts appointment book appointment status assessment billing charges claim form correspondence ebroadcast eclaims ehc email extended health hcai health practitioner insurance company invoice mig motor vehicle accident mva ocf ocf 3 ocf 18 ocf 21 ocf 23 ohip patient case payments preset provider reminders schedule service code slip & fall sms soap notes telus eclaims telus health telus health eclaims template text message treatment and assessment plan treatment confirmation form treatment plan wsib

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