Contract appointments
Team,
IS there anyway you can prevent e-schedules being sent out until the contract is approved.
There is a setting that has it so it waits until the contract is completed but our situation is:
- We get a referral and need to write a plan, this needs approved before billing can happen.
- All the apts start getting pushed through once completed but if they get billed then they just get held or declined creating back and forwards.
- Once we get approval we switch the contract status from ‘pending approval’ to ‘approved’
- If we can get an option in the same contract box that says ‘only bill when completed’ to ‘don’t bill until approved or completed’ you would save us hours and hours of administration.
Look forward to your thoughts?
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AdminSupport (Admin, Gensolve) commented
This was added to the 6.1 release Dec 2016 and shows in the Release Notes "There is now a vendor setting to filter out “Pending for Approval” contracts when creating an insurer schedule."
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AdminSupport (Admin, Gensolve) commented
Mark's suggestion has been catered for at a Vendor level. Administration>Vendors>edit>ACC & Contract Settings, 'Allow Billing when Pending Approval' checkbox.
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Kate Macdonald commented
Agree - if there were a connection between the contract status and the ability to 'complete' the appointment, that would be great, ie, you cannot 'complete' an appointment if the contract status is 'pending approval' or 'declined'.