SAVE:
- Allows the user to save their work and make adjustments in the future.
POST:
- This option should only be used once you have reviewed your work, confirmed that all information is accurate, and are ready to complete the process by posting it. Once posted, the record is finalized and no further adjustments can be made to these specific documents.
- NOTE: Adjustments can be made to payers’ accounts via manual invoices and/or credits
- Post for Invoicing = complete the invoice in order to bill the parent (create the statement)
- Post for bank deposits = complete processing payments and sending it to the bank for payments to be processed and deposited in the organization’s bank account.
- Post for batch services = adding one same service/ other fees to more than one child at a time. Post will post this new service to each child’s account.
- NOTE: Adjustments can be made to payers’ accounts via manual invoices and/or credits
PUBLISH :
- Use this option to publish the item and make it available to the guardian/payer. Once published, they will be able to view the information and, if applicable, complete and submit any required details.
- Publish for statements = Once statements have been reviewed, corrected, adjusted and approved, the user can publish the statements. Publish statements will appear under the payer’s account and if applicable, will be emailed out.
- Publish for custom forms = Once the custom forms have been reviewed, corrected, adjusted and approved, the use can publish the custom forms (intake, consent, milestones, etc. ). Once published, these can be view through the Payer’s and Child’s account (depending which target role the custom form is associated to).