Send signed reports with delivery tracking.

---

Before Sending

Report must be:

• ✓ Approved
• ✓ Signed by provider
• ✓ PDF generated
• ✓ Case manager assigned to client

---

Sending a Report

Step 1: Open Report

1. Go to Reports → DSHS Reports
2. Filter: Signed or Ready to Send
3. Click on report

Step 2: Prepare Email

1. Click Send to Case Manager
2. Review:
   • Recipient email (from client's case manager)
   • Subject line (auto-generated)
   • Message body (customizable)

Step 3: Customize Message

Edit the email body:

• Default greeting included
• Add personal message
• Use placeholders:
  • {{clientName}} — Client name
  • {{reportType}} — Report type
  • {{periodRange}} — Date range
  • {{caseManagerName}} — CM name

Step 4: Send

1. Click Send Email
2. Report PDF attached automatically
3. Confirmation shown

---

Email Template

Default Template

Dear {{caseManagerName}},

Please find attached the {{reportType}} for {{clientName}}
covering the period {{periodRange}}.

If you have any questions about this report, please contact us.

[Your Company Signature]

Customizing Templates

1. Go to Settings → Email Templates
2. Find DSHS Report Email
3. Edit template
4. Save

---

Branded Emails

If custom email domain configured:

• Emails come from your domain
• Your logo in signature
• Professional appearance

Without custom domain:

• Sent from CareCade
• Still includes your branding in content

---

Tracking Delivery

View Status

1. Open sent report
2. See Email Status:
   • Sent
   • Delivered
   • Opened (if supported)
   • Failed

Delivery History

1. Go to report → History
2. See all send attempts
3. Includes timestamps

---

Resending Reports

If delivery failed or resend needed:

1. Open report
2. Click Resend
3. Optionally edit message
4. Send again

---

Bulk Sending

Send multiple reports at once:

1. Select multiple signed reports
2. Click Send All to Case Managers
3. Each goes to respective CM
4. Uses default template

---

Delivery Issues

Email Bounced

• Verify case manager email is correct
• Update in client profile
• Resend

Spam Filtering

Suggest case managers:

• Add your email to contacts
• Check spam folder
• Whitelist your domain

---

Tracking Log

View all sent reports:

1. Go to Reports → Sent Reports
2. See:
   • Report name
   • Recipient
   • Date sent
   • Status

---

Tips

• Verify email first — Check CM email is current
• Personalize messages — Build relationships
• Track delivery — Follow up if not opened
• Use templates — Consistent professional communication

---

Related Articles

• Approving DSHS Reports
• Case Manager Portal Setup
• Custom Email Domain Setup