Send Consultation Receipts

Send consultation receipts to members of your team to share with clients or send them to your client's insurance provider.

Provide a great experience for your clients by sending a receipt to their insurance provider or providing them a copy of the receipt associated with the consultation.

On the Records page and Consultation page, you'll now see options to send an email receipt to your staff.

After clicking the Get Receipt button you'll see a pop up showing a list of your team members that you can select to send the receipt to. After you select who should receive the receipt, click the Send Receipt button and you're done!