Can I Email Patient Summaries or Action Plans Directly From the Platform?

Not yet — but it's coming soon. While PatientNotes does not currently support direct emailing to patients from within the platform, you can still easily generate patient summaries or action plans and share them through your practice software or secure messaging system.

📋 How It Works Now:

After you complete a session, you’ll see a button to:

Generate Patient Summary

This feature lets you:

• Instantly generate a clean, easy-to-read summary

• Copy and paste it into your practice software or patient messaging platform

• Ensure your patient receives a clear action plan, even if not emailed directly

🛠️ Customising Your Patient Summary Template:

You can fully customise the content of the patient summary to suit your clinic’s tone and requirements:

1. Go to Settings > Prompt Templates

2. Select the template titled “Patient Summary”

3. Edit the layout, language, and structure

4. Save and reuse it across all relevant sessions

🚧 Direct Email Feature – Coming Soon!

We’re actively developing the ability to send summaries via email directly from PatientNotes. This feature will offer a streamlined way to deliver action plans securely and efficiently.

Until then, the copy-paste method ensures you can still share important session information with patients via your usual workflow.

💡 Best Practice Tip:

Even without built-in email, sending patient summaries through your current system helps reinforce care plans, improve follow-up, and support patient outcomes.

Questions or Template Help?

If you need help editing your summary template or want to prepare for future email capabilities, reach out to support@patientnotes.app.