Generating Printable Medical Inquiry Receipts

To provide receipts for signature audits or other internal needs, business admin users can generate printable, compliant Medical Inquiry signature receipts as PDFs. These receipts can be used to verify a Medical Inquiry was fulfilled as described. To tailor the receipt to their organization’s needs, business admin users can customize receipt content and format using HTML.

Validation Disclaimer

Generating Printable Medical Inquiry Receipts is released without validation. This feature requires enablement and does not affect other Vault CRM functionality. It was extensively tested by our QA team during the development and release process and will go through validation at a later date.

Who can use this feature?

Configuring Printable Medical Inquiry Receipts for

Using Printable Medical Inquiry Receipts as