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Restrict emailing financial information from Cliniko
Restrict emailing financial information from Cliniko

Restrict users from emailing invoices and payment receipts directly from Cliniko.

Emily avatar
Written by Emily
Updated over a week ago

If you need to restrict the ability for users on your account to email invoices and payment receipts to patients, you can do so in the Patient privacy section of Cliniko.ย 

This is a global setting, so if turned on, it will mean that no one can email financial information directly from Cliniko.

To turn it on, first head to Settings, and then Patient privacy:

Under Patient financial data, make sure to tick the box next to "Prevent emailing invoices and payments":

Save the settings, and you'll be all set. ๐Ÿ‘ ย 

With this setting turned on, no one will be able to email invoices or payment receipts from Cliniko. This will not prevent a user from downloading or printing a copy of the invoice or payment from Cliniko, but rather, will not display the "Email" button on the invoice or payment when viewing it.

This is a different setting than restricting financial information from practitioners. Invoices and payment receipts can still be emailed if that is turned on.

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