Report Upgrades

The following reports were upgraded and released this week. Service Counts Personal Visit Record Report Visit Frequency Exit Summary Also upon requests from the field, we added the option of running these reports as a CSV file in addition to the standard HTML file. In the CSV file format, you will be able to open …

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Emailing Invoices

A new automated Invoicing feature has recently been released. All Program Admins now have an Invoices section under Setup listing all invoices. The most recent invoice will be listed at the top. In many cases, you need to send that invoice on to someone else that will handle the payment. Here’s an easy way to …

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