Drop-down button for contact emails to send invoices and superbills--parents are paying, not the patient | Voters

Drop-down button for contact emails to send invoices and superbills--parents are paying, not the patient

Eileen McCarty

Please add a drop down button for invoice and superbill emails so that they can be directly sent to contacts (usually parents, who are paying) rather than patients (for me, often children!). Thank you!

April 15, 2025

Megan

So the billing recipient tab would work great except as soon as you change it, all the previous invoices are updated to reflect that. If you have to split of invoicing between third parties there isn't a good solution yet. Would LOVE to be able to send invoices to third parties!

ATC Psychiatry

Maybe this could be added to the list of what "Contacts" are allowed to do with the patient's account.

Cathleen Walker

Need this desperately

Marianne Weight

You can add a “billing recipient” on their invoices tab. I bet that would accomplish what you’re looking for :)

Cathleen Walker

Marianne Weight I’m not seeing that actually go to the parent. Currently in back & forth emails with IQ