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Status Future consideration
Created by Guest
Created on Oct 12, 2021

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.
App Type Client Portal
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    • Guest
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      Feb 7, 2023
      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.
    • Guest
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      Feb 1, 2022
      my clients would like to be able to run and download superbills at anytime, whether they have been paid in full or not.
    • Guest
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      Dec 4, 2021
      more specifically, previous superbiills