This article explains how to enable the creation of automated service delivered (SD) records as Client/Rep Accepted for funding schedules and bed allocations.
If you’re using automated processes to generate SD records for funding schedules and/or bed allocations, you may want to set up your environment to automatically put a tick in the Client/Rep Accepted checkbox and populate the Client/Rep Accepted Date. You can do this by enabling the Create New Automated SDs As Client/Rep Accepted setting.
This setting is automatically applied if you choose to enable the Create New Automated SDs As Client/Rep Accepted setting.
It was previously named Automated SDRs are Customer Approved.
To set up your environment to create automated SD records as client or representative accepted for funding schedules and bed allocations:
- Click on the App Launcher.
- Click in the Search apps and items... field.
- Type Lumary Settings.
- Select Lumary Settings.
- Click on the Service Agreements tab.
- Put a tick in the Create New Automated SDs As Client/Rep Accepted checkbox.
- Click on the Save button.