Daily Summary for Auto Charge
W
William Schroeder
We would like to request a feature where, if Auto Charge is set up in IntakeQ, the system sends a daily summary to each clinician, detailing what will be charged for their sessions that day. Ideally, this summary would be sent before the scheduled Auto Charge time (e.g., by 10 pm each day). This feature would be extremely helpful for catching any errors and ensuring that all charges are accurately captured. We have seen a similar feature in Simple Practice, where their evening summary includes session charges and indicates whether notes have been completed. Can IntakeQ implement a similar daily summary feature?