Nightly reports in AccuPoint will allow you to receive an email every night regarding the compliance status of services and the expiration status of compliance requirements.
Repeat the set up process for each user who needs to receive a nightly report.
- Select filters from the Dashboard. The Employees modal opens.
- Client/Employee/Doctor - select Employee
- Select a Transaction - select Edit Information
- Select Employee name
- Add Report Services and Report Requirements information to generate the correct nightly report.
- Report Scope andReport Entities - select All.
- Scroll down and click the Save button at the bottom of the modal.