SAVE:
- Allows the user to save their work and make adjustments in the future.
POST:
- Should only be used when what you are working on is correct and you are ready to “POST IT” (complete the process). Once posted, users cannot make adjustments.
- 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.
PUBLISH :
- Should be used once the user wants to publish it out of the system so that the guardian/ payer can view and/ or fill out information
- 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).