View source for Assessment Actions/Activities

Actions are always created in the context of an assessment.  Generally, actions are used to track assessment sub-activities such as correspondence preparation, expenses, research or preparation of forms.

The [[SmartSimple]] PMS comes with a comprehensive list of items that can be billed, which relate to the assessments or service provided to the insurance company.

==Action Types==

[[SmartSimple]] comes with the following '''Action''' types:

[[Image:Pms36.png]]
[[Image:Pms37.png]]

You can only create an action if an assessment exists.

==Action Statuses==

Actions share their statuses with assessments. Actions can be used to track items for billing. Items entered appear on the OCF-21 form as line items showing the amount being charged.

The following statuses are available for actions:

[[Image:Pms38.png]]

It is advisable that you configure which role(s) can set a status. For example, an assessor can submit action items for work completed, but cannot approve them for invoicing.

[[Category:System Management]][[Category:Practice Management]][[Category:Applications]]