Referral loading in Gensolve
I load a lot of referrals in Gensolve and there is a lot of double up features that could be improved. The First page of the referral is the contract details, which should auto populate the information to the sites & Commissions, Providers & Budgets and Due dates. If you put in the LP name it should be able to automatically put in that they are an employee or Provider requested, this would also automatically self populate in the site & commission the percentage split and the site should not need to be put in several times during loading. When you put in the type of contract on the first page under contract details it should automatically put the hours of the contract into the Providers & Budgets section. Then it should pick up the date of the start of the contract and the end and put into the Due Dates boxes including calculating 2 days after the start for the contract plan. This would saving a lot of extra typing and my wrists which are getting sore with all the extra clicking of the mouse. Also can we cut back on the number of times you need to save during loading of a referral.