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Invision Submission Workflows

There are three workflows for Review Type that can be uniquely configured against the individual in Invision. Each workflow supports a different invoice submission process and can help add additional layers of QA or help streamline the billing process.

 

Internal Review

The Internal Review workflow has the highest level of internal QA. The invoice creator will always be submitting the invoice to the business internally before it is reviewed and 1) Approved 2) Rejected. Approving the invoice will send it to the carrier-client for a final review. Rejecting the invoice will send it back to the invoice creator to edit or delete for re-evaluation. The statuses associated with this workflow are Internal Approved, Internal Pending, and Internal Rejected.

System Review

The System Review workflow is a combination of the Internal Review and Direct workflow, and has the second highest level of internal QA. The invoice will be evaluated by the VIP system to determine whether the invoice is auto-approved or whether the invoice needs some additional review. If the invoice is auto-approved, it will be submitted directly to the carrier for payment. If the invoice needs some additional review, it will be submitted internally for a round of QA before it is either 1) Approved 2) Rejected. Approving the invoice will send it to the carrier-client for a final review. Rejecting the invoice will send it back to the invoice creator to edit or delete for re-evaluation. The statuses associated with this workflow are Ready for Payment, Internal Pending, and Internal Rejected.

Direct Review

The Direct Review workflow has no elements of the Internal Review workflow. All invoices are submitted directly to the carrier-client for evaluation. The carrier-client can either 1) Approve and pay 2) Reject the invoice. Rejecting the invoice will send it back to the invoice creator to edit or delete for re-evaluation. The statuses associated with this workflow are Ready for Payment, Submitted - Awaiting Payment, and Rejected.