Settings allow staff in the Provider Administrator portal and agents in the Agent portal to view the revision history on a policy to match endorsements to the policy's billing history.
When the setting is enabled, the Show Revision History link appears in the:
- Agent portal: Accounts Receivable > Account History
- Provider Administrator portal:
- Information, Property, and Builder tabs
- Billing Overview > Accounts Receivable > Balance Details
To make the Show Revision History link visible:
- In BriteCore, select Settings
- On the Settings screen, select Modules > Policies > Accounts Receivable.
- On the Accounts Receivable screen, select one or both of the following:
- Display the revision history on the Accounts Receivable page: When enabled, the Show Revision History link will appear in the above locations in the Provider Administrator portal
- Display the revision history on the Accounts Receivable page for Agents: When enabled, the Show Revision History link will appear in the above locations in the Agent portal.
Note: We recommended that clients use both settings.
Usage considerations
Display the revision history on the Accounts Receivable page
- Directly related to the display_revision_history_ar advanced setting.
- When enabled, then the display_revision_history_ar advanced setting is set to True.
- When set to False, then the Display revision history on the Accounts Receivable page setting is disabled.
Display the revision history on the Accounts Receivable page for Agents
- Directly related to the display_revision_history_ar_agent advanced setting.
- When enabled, then the display_revision_history_ar_agent advanced setting is set to True.
- When set to False, then the Display revision history on the Accounts Receivable page for Agents is disabled.