Auto-email Px Yearly Income Summary

Income Summary's were an addition to our contractor services for the last couple years. Any Px who had billed in the previous calendar year would receive the document whether they were still with us or not. This year, this summary was nearly cancelled after the announcement had already gone out to practitioners on when to expect them and where to find them.

The compromise to keeping this was that only actively serving Px would receive their Income Summary. This is resulting in emails from Px on and of team requesting their Income Summary and each request requires a manual touch and often involves Px to TAS to billing@ or Px to Customer Success to ProP to billing@, or other pathway variations which has the request passing multiple people before getting to billing who must manually create and send the Summary to the Px. No deactivated-Px Summary's were created. We have also been told that this is the last year that this service will be provided unless an automated solution is found.

Team staffing levels should not be the deciding factor on whether a value-add feature to our Px will be offered or not causing inconsistent value and confusion within our Px team.

This should easily be a report that could be automated from system data and auto-sent to the practitioner using email addresses in SalesForce.