Learn how to view consultations that you sent to the patient.
If you would like to view the consultation sent from SmileSnap there a few ways this can be done. Based on your needs, please select the method that will work best for you!
Viewing a Sent Consult
If you would like to view the sent consult, of a specific patient, in your consultation request dashboard do the following:
- Find the patient whose consult you would like to view
- Click into their status button to pull up their file
- Scroll down to the section under ‘Your Smile Assessment’
- All the information sent will be populated in the fields for you to view (fields will be greyed out due to the fact it was sent).
Receiving a Copy of Every Sent Consult
There is a setting that can be turned on in the ‘Team’ section that will allow for users within your account to be copied on every single consult sent. This is a user-based preference and once turned on, that specific user will be BCC’d on all of the email/SMS communications sent out from SmileSnap. If you would like a copy of all of the consults sent out, this option would make sense for you.
- Go to the ‘Team’ section of the menu in your account
- Find the user whose email address you would like the copies of the consults to go to
- Turn on the notification preferences in the column labeled ‘Consult Sent Alert’ – users have the ability to receive SMS alerts and email copies