Send Final Reports to CMs

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).

2. Under Report Fee Status, select if the report is to be charged or done without fee. If it’s a no-fee, state the reason in Clarification Reason to let other staff know.

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

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

Note: If the report is a no-fee, the Invoicing and Billing Information section cannot be acted upon.