alert to create superbill | Voters

alert to create superbill

Amanda Jeffrey

I only have a few clients that request superbills so I forget to create them once the invoice is paid. It would be nice to have an alert that can be turned on for specific clients that will prompt you to create the superbill once the invoice has been paid.

May 24, 2023

Liz Setelin

I feel like that is a challenge for us also, Amanda. I send Superbills to our clients who request them once a month. To quickly access who those clients are I create a task, or you could create a tag.