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:

You can only create an action if an assessment exists.