At the request of our clients, we have added a new functionality to CLINICS CRM that allows to send Invoices, Receipts and Budgets to Patients.
This improvement streamlines administrative tasks since it allows to send the documentation to the patients without leaving the CLINICS CRM platform.
Unlike how it was previously done, now it is no longer necessary to download the documents in pdf to send from the clinical email.
This acction now can be done from the Patient's medical history in the Invoices and Receipts section - and from the Budgets section.
And more importantly, all communications reach the patient with the la clinica data:
- Sender: the name of the clinic
- Sender's email: the clinic's email
Please contact us if you want to activate this new functionality.