1 result found

1. 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?

   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… more

   19 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   under review  ·  3 comments  ·  GPM Application  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close