Are you wondering whether the insurance receipt was successfully sent to your client by email? 🤔
It is now possible to verify the sending status of a receipt directly from the client profile.
Here’s how to proceed:
Click on the client’s appointment.
Use one of the two shortcuts to open the client’s profile.
Click on the Insurance Receipts section.
Status Descriptions
A. Draft
The receipt has been generated but has not yet been sent to the client by email.
B. Available
The receipt was successfully sent to the client by email. You will be able to see the exact date and time it was sent.
C. Cancelled
The receipt was removed from the client portal. This may be useful, for example, if the receipt had only been shared through the client portal and a correction needed to be made before sending it again.
If it turns out that the receipt was not generated for this appointment (meaning it does not appear as a draft in the Insurance Receipts section), please follow the steps outlined in this help article: Sending a Receipt by Email
⚠️ Be careful not to confuse the insurance receipt button with the invoice button, as this is a situation we frequently observe.
