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Clinics have the ability to email reminder cards to clinics clients that choose that option. Refer to Using the Reminder Card Wizard for instructions on the different Reminder Card Wizard Setup Options
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- Client Setup
- In the client General Information, check off E-Mail Statements
- Printing Statements
- From the Section pull-down, choose General Management
- Click on Financials
- Choose Send out Statements
- Click OK
- From the Print or Email pull-down, choose your preferred method of sending statements
- Print - will only print statements for all clients
- Email First and Print Others - will email to clients who have Email Statements checked, and will print statements for all other clinicsclients
- Print All and Email Others - will print statements for all clients, and also email clients who have Email Statements checked
- Click OK to generate statements
- Click Confirm AFTER you have confirmed statements have printed correctly