Below is an image of the display you will see after selecting Documentation from the menu. Notice there are two separate Status filters:
Documentation Status
The first Status is for Documentation. All types of records (Service Records, Progress Notes, Case Notes and Supports) will move through the Documentation Statuses. Clicking on the drop-down arrow will display the Status filter options:
This table explains the statuses.
| Case Manager Documentation Status | Meaning | Service Record | Progress Record | Case Note | Support |
Not signed | The record is not signed | X | X | X | X |
Signed | The record is signed | X | X | X | X |
Approved | The record is approved | X | X | X | X |
Rejected | The record has been rejected. This is where a signed or approved or posted record is rejected | X | X | X | X |
Revised | When a rejected record has been signed, it moves to this status. | X | X | X | X |
| Posting | This is the status of the record while it is being replicated to Billing Manager. | X | |||
| Posted | This is the status of the record after it is replicated to Billing Manager. | X |
Billing Status
The second Status is Billing Status. Clicking on the drop-down arrow will display the Status filter options:
Service Records used for billing are the only record type that will move through these statuses.
| Case Manager Billing Statuses | Meaning |
Not Billable | Records where the associated activity is not marked as billable. |
| Not yet in Billing | Records that have not been replicated to Intuition. |
Unmatched | Records that have been replicated to Intuition and are not matched in Service Billing. |
Resolved | Records that have been replicated to Intuition and have been resolved (soft delete) in Service Billing. |
Matched | Records that have been replicated to Intuition and are matched in Service Billing. |
Batched | Records that have been replicated to Intuition and are included in a billing batch. |
Invoiced | Records that have been replicated to Intuition and are included in an invoice. |
