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Email Referred Reports

Send progress reports and documents to referrers

👤 Select Referrer

Choose the referrer to send reports to

📋 Report Type

Select the type of report to send

👥 Select Clients

Choose which clients to include in the report
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📧 Preview & Send

Review documents and send email to referrer
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No Document Selected
Click on a client to preview their document
Recipient: Not selected
Report Type: Monthly Progress Report
Clients: None selected
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