Service Agreements - Agency Settings

Make Service Agreements mandatory for a claim to be processed. This setting can be overwritten for an individual participant via their profile settings. Enable Service Agreement Usage warning emails.

Contents:
Make Service Agreements Mandatory
Service Agreement Usage Warning Threshold

Make Service Agreements Mandatory

Service Agreements can be designated as mandatory for all participants through a global setting in your agency's configuration. By default, this feature is disabled; however, once activated for your agency, claims cannot be processed without an existing agreement in place.

It is important to note that this global setting can be modified for individual participants through their Profile Settings. For example,

  • If Service Agreements are set as mandatory for the agency, this requirement can be disabled for specific participants, allowing you to submit claims without an agreement.
  • Conversely, if Service Agreements are not generally required, they can be made mandatory for select participants as needed.

Service Agreement Usage Warning Threshold

This feature can be enabled with a customised threshold specific to your agency, which specifies the level of Service Agreement usage that will trigger warning emails.

These Service Agreement Usage Warning emails are directed to Directors and Plan Managers to keep them informed. View Template

 

See also: Low Budget Warnings