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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Sep 29, 2022

Send invoices and superbills via secure message

Allow me to send the client's invoice or superbill via a secure message.
App Type TheraNest App
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  • Guest
    Reply
    |
    Dec 3, 2022
    Yes, please! Unencrypted email is not a secure/proper way to send superbills. And saving and attaching each superbill manually to portal or encrypted email is tedious and can easily lead to accidentally sending to an unintended party.
  • Guest
    Reply
    |
    Dec 3, 2022
    Unencrypted email is not a secure way of sending a superbill. It would be great if there was a button to send the superbill securely through the client portal (Ledger ---> Open Invoices ---> Actions ---> "Send Superbill via Client Portal" or something like this). To do so now, I have to download the superbill manually for each client, then send through my encrypted email provider or attach the file to the client portal. This is time consuming and also, only a matter of time until human error leads to sending a superbill to the wrong client. Ouch!