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Status In Discovery
Categories Practice Management
Created by Lucy Clover
Created on Jan 15, 2024

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Clearance Letters

Be able to send clearance letters and select different services to be included.

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  • Admin
    Rob Millen
    Reply
    |     Feb 16, 2024

    Thank you Lucy, we'll look into this and monitor the votes

  • Lucy Clover
    Reply
    |     Feb 16, 2024

    Hi Rob

    I would be looking for it to do both.


  • Admin
    Rob Millen
    Reply
    |     Feb 16, 2024

    Hi Lucy, would you be looking to send clearance letters directly from the client portal and/or for Elements to help populate the letter?