Intuit Practice Management allows you to customize the way your team works for specific Work Types.
To get started, you will need to set up your master list of Workflow Statuses. Navigate to your Main Menu > Settings > Workflow.
There you will have a set of primary statuses and you will be able to add as many sub-statuses under each primary status as needed.
Next, you will need to set up your Workflows, which let you customize and map out the process for particular types of work.
To do this you will need to set up some Work Types and then map out the workflow for each one by selecting which Workflow Statuses from the master list apply to that Work Type.
Default Work Type exists in Intuit Practice Management, which will be applied to any work item that doesn’t have a defined work type. This Default Work Type is also used for any note or email that has been assigned to a team member. We recommend you edit your Default Work Type and decide which sub-statuses you want to apply to it.
For each work type, there are two levels of Workflows
- Work Status which impacts what statuses can be applied to the work item
- Task Status which impacts what statuses can be applied to tasks within that work item
You may decide to use the same status for both, or select different statuses. Once selected, you can save and are ready to go.