Hospital staff members enter appointment details including relevant patient information, diagnoses, lab orders, and prescribed...

To ensure that hospital staff can efficiently provide patients with a summary of their visit, the system needs to generate a document (PDF) and then email it. Configuring a "Create PDF" automation that references the detailed Patient visit summary view allows for the automatic generation of a comprehensive document containing all relevant visit details. Following this, adding a "Send Email" step with the capability to include attachments enables the system to attach the newly created PDF to the email sent to the patient. This combination ensures a streamlined process for distributing important healthcare information securely and efficiently.