Send Final Report to CMs

Modified on Sun, 10 Sep, 2023 at 10:39 AM

Once the report is finalized, it is ready to be sent to the client.

  1. Upload the final report to Attached Final Report.

Note: Report Receiving Contact 1 & 2 will sync from Booking Company (when staff booked an appointment).

  1. If the report needs amending, upload the amended version in Attached Amended Report, and repeat the process.

  2. Click Save at the bottom to save the progress.

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