EOFY is a busy time. Is it possible to EMAIL individual EOFY tax statements all at once [batch]? TIA

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Danielle Slade

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Posted 3 years ago

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Timothy, Business Care Manager

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Hi Danielle. Thank you for your question. We are of the belief that a small percentage of clients will requested an EOFY tax statement and therefore have not implemented a tool that will do this in bulk/batch. Generally this will only apply to patients that have spent over a certain amount (I believe $1,000 out of pocket) on their health with all providers including those outside of your practice and that have not kept their original receipts/accounts/invoices with your practice.

We are happy to leave this open for feedback from other users if this is a feature that we should consider in the future.
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Danielle Slade

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Hi Tim thanks for your reply. My clinic is conducted paper free and all patients who came into clinic receive a EOFY statement. I wish to remain paper free so pls consider in the future.