Shinelle Oglesby
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7 votes
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10 votes
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11 votes
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15 votes
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35 votes
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72 votes
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Shinelle Oglesby
commented
Send automatic statements clients on a monthly basis
How this would work is there could be an option on the settings tab where a user could elect to have monthly or quarterly statements sent directly to cllients by email and/or a link to the client portal
With another selection to have a regular statement or a superbill to clients.
This is neccessary so that each client is made aware of their bill without the user having to create an invoice for each client.
Shinelle Oglesby
supported this idea
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We need to generate data on clients we treat based on diagnosis. Need a report that will show the percentage of clients who have ptsd, depression, bipolar, opioid use disorder, etc.