1. Click on Clients.
2. Select the client in question
3. Open the Insurance Receipts tab
4. By clicking on the eye icon, you will open the selected appointment
5. Click on the receipt icon to open the one associated with the listed appointmen
6. By clicking on the edit icon (pencil), you can modify the receipt status within the client portal
Let’s take a closer look at the statuses:
Draft: Indicates that the receipt has not yet been emailed to the client or shared with them in their portal.
Available: The receipt has been successfully emailed to the client and/or shared with them in their portal.
Cancelled: The receipt has been removed from the client’s portal.
This can be helpful if you only shared the receipt in the portal without emailing it and later realize there is an error you wish to correct, for example.
Please note:
By default, receipts emailed to clients before the portal launch will not be available within the portal and will have the status "Draft." If needed, you can make them available to clients through their portal by changing the status of each required receipt within their client profile, following the steps outlined above.
When a receipt is emailed to a client, it is automatically made available in their portal.