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πŸ§‘β€πŸ’Ό Add Employee
πŸ“¨ Add Referral
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Email Referred Reports

Send progress reports and documents to referrals

πŸ‘€ Select Referral

Choose the referral to send reports to

πŸ“‹ Report Type

Select the type of report to send

πŸ‘₯ Select Clients

Choose which clients to include in the report
0 Selected 0 Total

πŸ“§ Preview & Send

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

πŸ—‚οΈ PDFs by Client

Status for current month/year (MP, PA, TP)
Client Program MP PA TP
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