kathy
New Member
Posts: 1 
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Post by kathy on Nov 4, 2015 12:05:35 GMT -6
Hi all. Is there a way to upload invoices for all family members onto one family member's portal? Thanks.
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Post by KizerOpt on Nov 4, 2015 13:45:14 GMT -6
One way is to decide which portal you want, open that patient's file in one Crystal window. In a second application of Crystal, go to the invoices of the other family members and click 'Save to PDF'. It will bring up the save files box of the first patient (check name at top to make sure), and look for the light blue box "Save and Upload". There may be a better way, you can explore alternatives but this will work until you find another.
Karen
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