Emailing Pathology & Radiology Requests to Patients

Emailing pathology and radiology request forms is a fast, secure, and convenient way to ensure patients receive their investigations request forms without delay. With a single click, clinicians can send requests directly to a patient’s email, removing the need for printing, scanning, or manual follow-up.

This streamlined approach simplifies the clinical workflow, reduces administrative effort, and supports more efficient patient care by getting requests into patients’ hands quickly and reliably.

Contents

1. Pre-requisites

2. Emailing a Request Form

3. Confirming Emails have Sent

Pre-requisites

In order to be able to send out an email request successfully the following requirements need to be met:

1. Service Provider must be configured with a PDF Investigation Template
   The investigation template used for the request needs to be in a PDF format. This is configured per Service Provider through System Configuration. Instructions on this, as well as how to check if a template is a PDF can be found here.
    

2. Security Privilege
   The user must have Read, Create, and Update access to Investigation Requests in their Security Role.
    

3. Digital Signature of Requestor
   A new mail merge field named Digital Signature Investigation Request is now available in the Letter Template Builder. 
   You can add this mail merge field to the Investigation Templates to automatically populate the digital signature of the requestor. This removes the need to upload a pre-signed investigation template.
    

Emailing a Request Form

1. Navigate to the patient record and create a New Request Form, or open an existing request form you'd like to email

2. Once the Service Provider field is filled in, the Save and Email button will be enabled. 

   

   

   
    

📌 Important: If the Save and Email button is disabled, it is because the template configured for the Service Provider is not a PDF. You can hover your mouse over the button to read the error message.
Kindly configure a PDF template to enable the button. Instructions on this can be found here.
 

3. Now fill in all the required details as per your normal workflow and then click Save and Email.

   

    

4. You will receive a pop-up window prompting to confirm the email address of the patient.

   

5. Click on Send.

6. You will receive a green pop-up confirming the email has been sent.

   

    

7. The email has now been sent to the patient and the request is saved in the investigation request section of patient record.

8. You can always go back to the request and re-send it again.

9. If you do not wish to email the request now, you can simply click on Save and email it later.

   

   
    

10. Once email is delivered, it looks like below.

    

     

     

     

Confirming Emails have Sent

Sent emails can be audited within the Tasks section of Activities.

1. Navigate to Activities → Tasks from Top Menu Ribbon or within the patient record.

   

   
    

2. Apply the following filters:

   • Status: Completed

   • Assignee User: Requestor of the investigation

   • Type: Email
      

3. The filtered list displays all emails that have been sent.

   

   
    

4. Hover over on the Description to view details of the email sent.

   

   
    

5. Alternatively, you can also check the Audit section of patient record.

   

If you need further assistance please contact support on 1300 103 903 or email at 
support@medirecords.com