statement scrub
When generating a batch of statements, there can be several that have issues that would prevent them from being mailed out.
When there is a duplicate address and two statements print
When there is no address
The statements still print for both of them, then require the office to fix the issue and redo the statement.
Ideally, would be good to have a "scrubbing" message of some sort.
Example:
There are 21 statements with no address, would you still like to print them? Y or N (prints list instead)
CID 109159 High Five Dental
2
votes
Janette Whittington (Certified Trainer)
shared this idea