Retain previous selection of "Send a copy to myself" checkbox when emailing invoices/superbills to clients
If I select the "Send a copy to myself" checkbox when I email invoices or superbills to clients, I don't want to check it every single time I try to email those documents.
Cassie Pinter
shared this idea
We’re excited to let you know this suggestion has been implemented! When you customize the grid in any report (including the client list) your selections will stick! No more having to reselect your preferences every time you navigate to that page! Please note that this is browser and device specific. Example: You made selections on a laptop. Those selections will not appear on your iPad. Selections will erase after clearing your browser cache as well.
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
-
Amy Olshever
commented
when sending invoice to patient there should be a preference to default sending a copy to myself