1. Procentive User Community
  2. Billing/Electronic Modules
  3. Hugmyndir
0

Can we create a new setting -- Settings, Billing - Required Note: Signed Note Required??

carrie 6 mánuður síðan í Billing/Electronic Modules • Uppfært 6 mánuður síðan • 2

To make sure before billing that there isn't just 'a note' but that there is a signed note.

Jana 6 mánuður síðan

In case this is of any help for you, we have our setting set to "Require audit-ready note" and have trained our staff that the Audit-ready checkbox cannot be marked until the document is final and all signatures are in place.

carrie 6 mánuður síðan

We have that same 'training' but if you've ever experienced the laggy-ness with procentive and when you are trying to get notes done quickly, it seems folks thought it was signed but it wasn't and zoom to the top of the page and click the Audit ready button.  Seems like decreasing user error always helps!

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