Organization evidence and receipts

Step by step

1. Maintain organization Clinical Coordinator

   Clinical Coordinator works in Organizations. Record name, contact, owner and state. The next person checks the linked record before changing its state.

   • Record name, contact, owner and state.
   • Updates Organizations

2. Attach file Clinical Coordinator

   Clinical Coordinator works in record attachments. Store title, version, file and dates. Keep the owner and supporting record visible to the next person.

   • Store title, version, file and dates.
   • Updates Record attachments

3. Review file Licensed Clinician

   Licensed Clinician works in record attachments. Mark Pending, Signed, Withdrawn or Expired as appropriate. The next person checks the linked record before changing its state.

   • Mark Pending, Signed, Withdrawn or Expired as appropriate.
   • Updates Record attachments

4. Inspect receipt Clinical Coordinator

   Clinical Coordinator reads the existing operation receipts record for the organization. Check its date, amount and reference against the source.

   • Read date, amount, reference and organization.
   • Updates Operation receipts

5. Reconcile receipt Clinical Coordinator

   Clinical Coordinator reads Pending, Confirmed or Refunded status and sends any discrepancy to the receipt maintainer for correction.

   • Compare recorded status with the source; request correction where needed.
   • Updates Operation receipts

Clinical Coordinator

, Licensed Clinician.