4,401
edits
Changes
no edit summary
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.
==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]]
