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Reports & Mass E-Mailing

April 28, 2023

Added a filter option to the mass e-mails tool for practitioners/tutors. You can now filter for open and past due sessions on the calendar. The resulting practitioners/tutors list will only show those users who have open and past due sessions. This makes it very easy to contact practitioners/tutors who need to complete sessions. You can find the mass e-mail tool at: COMMUNICATION > MASS E-MAILS

Invoice Batch

Added the ability to read all anecdotal records for a specific client from the client view page. This allows you to see the written reports for a client on one page without having to navigate to a new report for each completed session.

Invoice Batch

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