Assessment Actions/Activities
Revision as of 12:17, 28 March 2008 by Julia Decker (talk | contribs)
Revision as of 12:17, 28 March 2008 by Julia Decker (talk | contribs)
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.