Emailing out patient invoices

Support
1

Situation
Need to know how to why inability to email invoices to patients from Fees–>Payment Processing and know how to do, if possible (see attached screenshot for what we tried already)

OpenEMR Version
I’m using 7.01

Browser:
I’m using: Chrome

Operating System
I’m using: Windows

Search
Did you search the forum for similar questions? Yes nothing helpful

Logs
Did you check the logs? No
Was there anything pertinent in them? No

You can also turn on User Debugging under Administration->Globals->Logging User Debugging Options=>All - Done

Time-sensitive need and thank you very much!
Emailing Patient Invoices (1).pdf (128.1 KB)

2

Hi,
can we back up and make sure that your SMTP is working?
In the notification section of the Config. Do you have SMTP credentials in this part of the program?
If you do, did you test that the credentials are working?

Here is a tool I use to make sure that the SMTP is working.
testmail.php (1.7 KB)

Place this file in the interface folder. Then while logged into OpenEMR, open a new tab and navigate to HTTP://myopenemr/interface/testmail.php. It is set to debugging mode. It will give you all the information you need to know whether the SMTP is working. If that is working then we can go above there.
Update here once you have tested your SMTP settings.

3

Looks like somehow the button name attribute is set to form_download for download and should be set to form_email.
Changing will fix.
Jit, go to interface/billing/sl_eob_search.php and around L-1218 look for

<button type="submit" class="btn btn-secondary btn-mail" name='form_email' value="<?php echo xla('Email Selected Statements'); ?>"><?php echo xlt('Email Selected'); ?></button>

Change name attribute form_download to form_email for

<button type="submit" class="btn btn-secondary btn-mail" name='form_email' value="<?php echo xla('Email Selected Statements'); ?>"><?php echo xlt('Email Selected'); ?></button>

Tested and works though it’d be nice if a success notification was given to user.

4

Thanks Jerry.
I did make the change in Code but didn’t allow the email to be sent. Also, verified that in Config that SENDEMAIL was transport but also tried with SMTP. I ensured that the patient has a trusted email address and also said YES to email in Choices.

When an invoice is generated it says Email - NO. Look at screenshot. Email Selected button is pressed. Please advise. Thanks!
image

5

Here’s PR for this fix

6

Hi there!

We followed the instructions above and were able to successfully send out a statement via email. But when we check back on the statement, it still says NO under the email column. Is there a fix for that to show YES so we can see the statement has been sent via email?