Allow clients to print statements from the client portal
Allow my clients to download and print their statements from the client portal like they can with invoices and superbills.
8
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Kevin Pinjuv
commented
I would like to be able to send large batch billing statements using the theranest message service rather than sending the batch statements to my clients' personal emails. This would be more secure. Right now I don't feel comfortable sending large batch statements over email and have been using theranest messaging to send each statement one-by-one. I would like to be able to send everyone their statements at the end of every month using the more secure theranest messaging.
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Lisa Heimann
commented
my clients would like to be able to run and download superbills at anytime, whether they have been paid in full or not.