The Automatic Summary Statements feature provides users with flexibility in managing lab order receipts and notifications. Providers can enable options to receive individual receipts for each order or consolidated summaries delivered weekly or monthly. Practice Admins can summaries for all providers within their clinic, streamlining financial tracking and receipt management.
Receipt Options
Providers
• Individual Receipts: Sent immediately after an order is placed by them.
•Weekly Summaries: A consolidated report of all lab charges by a single provider for the week, sent every Sunday at 8 AM UTC.
•Monthly Summaries: A consolidated report of all lab charges by a single provider for the month, sent on the 1st of each month at 8 AM UTC.
Practice Admins
- Individual Summaries: Sent immediately after an order is placed by any provider
- Weekly Summaries: Consolidated lab charges for all providers within the clinic, sent every Sunday at 8 AM UTC.
- Monthly Summaries: Consolidated lab charges for all providers within the clinic, sent on the 1st of each month at 8 AM UTC.
