Termination Status
B
Brent Farese
Hiya samantha.morgan@mavenclinic.com, thanks for this post! I have a few more questions for you:
- What specific criteria or conditions should define an agreement as 'Terminated'?
- How frequently do you anticipate using the 'Terminated' status filter in your workflow?
- Are there any specific reports or analytics you would like to generate using the 'Terminated' status?
s
samantha.morgan@mavenclinic.com
Brent Farese I don't think we'd use the Terminated status a ton, but we'd love a way to easily see which customers have terminated and be able to filter out their agreements, so we're not including them in our reports of active customers.