More ETI, EHR, and APS visibility We show status updates in the agent portal Customer and Homepage tab so you know when additional info is needed from the client.
Statuses that require action ➔ Electronic Interview (ETI) required (follow-up with the client)
Other important statuses that do not require action ➔ ETI pending review ➔ ETI completed ➔ Electronic Health Record (EHR) requested ➔ EHR pending review ➔ EHR completed ➔ Attending Physician Statement (APS) requested ➔ APS pending review ➔ APS completed; ➔ APS authorization received ➔ APS pending review ➔ APS completed
Additional info is available in our Client Status Cheat Sheet.
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