TABLE OF CONTENTS
Pend Code Manager Overview
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Enable Pends
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Disable Pends
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Create Pend Code
1. From Service Org, locate the Pend Code Manager tab 2. Click Create New Pend Code | |
3. Enter Pend Name a. This will display when the user selects a Pend Code from a drop-down menu 4. Enter Pend Code Description a. This information is not displayed to users 5. Select Default Owner a. This determines who is responsible for resolving this pend 6. Select if the chase should auto close a. This determines if the chase should close when the pend is selected 7. Select if pend should be flagged as clinical a. This determines whether the pend should show up for clinical or retrieval 8. To finalize, click Create 9. To cancel, click Cancel |
Note: Pend Code ID is auto-generated. |
Edit Pend Code
1. From Service Org, locate the Pend Code Manager tab 2. Click category Custom Created Codes 3. Locate desired pend and click the Edit button | |
4. Edit desired fields 5. To finalize, click Save 6. To cancel, click Cancel |
Note: Any changes made to Pend Codes will not be applied to chases that have already been pended. Changes will only apply to new pends. |