Documents Produced by the Practice Management System
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Revision as of 13:24, 28 March 2008 by Julia Decker (talk | contribs)
Documents to both claimant and other parties are automatically produced by SmartSimple PMS.
Documents can be produced at either the referral or assessment level.
- If the document refers to multiple assessments then you will find the documents at the referral level under the tab – OCF Forms & Letters.
- If the document refers to a single assessment then you will find the documents at the assessment level under the tab – Assessment Documents.
- Once you create a document it will be stored at the referral level (regardless of the level it was produced) in the field Saved Letters and OCF Forms.
- The only exception is invoices that you send to the referral source – these documents are stored in the field Vendor Invoicing.