You can send the summary of a session to one or more email addresses. If you use Cliniko, Motics can also add a communication record to the patient in Cliniko.
Before you start
The session must have a summary.
To log the email to Cliniko, connect Cliniko to Motics. See Connecting Motics to Cliniko – Setup Guide.
Note: Motics sends the newest version of the summary.
Send a summary by email
Open the session.
Select the AI Summaries tab.
Select the envelope icon. The tooltip is Send via email.
In Send session summary via email, type an email address.
Press Enter to add the address. To add more addresses, separate them with a comma, semicolon or space.
Select Send.
Motics shows Summary has been sent successfully. The email has the footer Sent by Motics.
To remove an address before you send, select the cross on the address. You can also press Backspace to remove the last address.
Log the email to Cliniko
In Send session summary via email, add the email addresses.
Turn on Log to Cliniko.
Check the patient. If the session is linked to a Cliniko patient, Motics selects that patient for you. To change the patient, select a different one.
Select Send.
Motics shows Summary sent and logged to Cliniko.
Note: If you do not select a patient, Motics sends the email but does not log it. Motics shows No patient selected; email sent only.
Confirm consent before you send
Your organisation can ask you to confirm consent before you send a summary by email. If this is on, Motics shows Confirm email consent after you select Send.
Read the message.
Select Confirm and send.
To stop, select Cancel.
An organisation admin turns this on in Settings. Select General. Then, in Organisation Compliance, turn on External email consent reminder. In the same place, Summary email disclaimer adds a disclaimer to every summary email.
See the emails you sent
Open the session.
Select the Logs tab.
Each send shows, for example, Summary sent via email to 2 recipients. If Motics also logged the email, the entry ends with and logged to Cliniko. The log hides most of each email address.
If something goes wrong
You see "Summary sent, but it could not be logged to Cliniko. Please add it manually if needed." The email was sent. Add the record in Cliniko yourself.
You see "Failed to send summary". Try again. If the problem continues, contact us in the chat.
You see "We could not reach the server. Please check your connection and try again." Check your internet connection. Then try again.
An address shows in red. The address is not valid. Correct it. Then add it again.
You see "No summary found". Generate a summary first.