Practice Engine - How to find 8879s attached to a job

Modified on: Wed, Aug 23 2023 4:04 PM

ISSUE:

Staff have requested copies of 8879s, or they want to know if 8879s have been received yet

RESOLUTION:

Open Practice Engine (PE)
Locate and open the client and specific job that you are interested in
Select Documents
All properly barcoded and associated 8879s will show as PDFs
Click the PDF icon to open or download & open