Validate a take on request

PA/Admin Practice Admin

Validation is the second stage within Take On. When a staff member has submitted a contact/client request the request is listed in Validations. Staff with Validation rights can then select these to validate. A validator must review the information entered within the submission and decide whether to approve, reject or return it back to the requester for amendment.

If the request is rejected it cannot be amended and resubmitted.

If the request is incomplete it can be returned to the requester so that additional information can be added or amendments made and can then be resubmitted for validation.

If the request is approved the contact details are created in the database. If the submitted request included a new client then the approved request is passed back to the requester for any attached questionnaires to be completed. If questionnaires are not being used, or time limited questionnaires are being used, the client is created upon the request being validated.