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CCH Software User Documentation

Bill In Dispute

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Bill in Dispute is a workflow step available when creating a Practice Management workflows in Standard or Workflow Designer. Bill in Dispute is a Pass/Fail automated activity which checks if a bill is in dispute or not.

Details

The Bill in Dispute step has two outcomes: Pass or Fail.

If the bill is marked as in dispute, the workflow will proceed along the "Pass" route (for example to a step to wait 30 days to check again).

If the bill is not in dispute then this step will proceed along the "Fail" route (for example to send a chaser to the client).

 

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