Echoing what a few people have already said: It would also be great if we had the ability to customize the body of the email as well -- sort of like how we can customize the Client Portal invitation emails.
I'd like the option to add more than just the statement "footnote". In the body of the email that they receive and on the statement pdf itself. I'd like to be able to add a "badge" or something that stands out for new updates. Or be able to alert them that this is the amount you owe, your insurance company has paid its share. Please contact your insurance with questions etc...in a more obvious way/place
When a billing statement is emailed to the client, the client receives the billing statement as a PDF document. Within that email is a message that contains, "Attached is a statement from XXX. If you have any questions, please contact us."
Please allow editing access to the billing statement email message. Many organizations would be able to provide additional clarity on rates, contact information, insurance updates, ect...
I am getting ready to go "live" with my clients and have been testing different features out. When I send a test email to myself (invoice/superbill), my organizational name does not look good in the email. It says Camilla Dorment, LICSW and the LICSW is really big/does not look very aesethically pleasing. Would love support in shifting that. I forwarded the message to Justine with a copy of the FWD email so she may be able to show it.
The automatic email that generates invoices and statements directs clients to log in to the portal when the document is attached to the email and not actually accessible via the client portal -- very confusing!
We would love to be able to customize (both as a general preset and individually) the message clients receive when we click 'email to client' from their ledger.
I wish when we sent emailed statements through the ledger that it did not go to the client with my full first and last time, I wish it was the companys name for group practices. I really dont like that clients see my full first and last name when sending them. I also wish we could have some sort of custom message with our email invoices. I use an unmonitored email to send invoices so I do not see when/if clients respond. I would like to be able to let them know that the emailed is unmonitored and where to direct their questions/concerns.
It would also be great if we had the ability to customize the body of the email as well -- sort of like how we can customize the Client Portal invitation emails. =D
Hi,
i would like to suggest that we are able to change the "title" of the statement emails through theranest so that they don't say our organization name/make it obvious that its counseling on someones receiving email.(so that it doesn't include our business name etc). for example, I am out of network. at the end of the month i send clients their superbill statement. my organization name is very long and includes MENTAL HEALTH COUNSELING in the name. A client asked if I could change that because they felt embarrassed if others see their emails.
