Change Revenue Stage change-revenue-stage

Overview overview

If you’re using Revenue Cycle Modeler and have an approved model, you may decide to move people manually from one stage to another. This flow step will help.

Usage usage

  1. Select the Model.

  2. Select the New Stage you want to assign and you’re done!

    note caution
    The data warehouse pays close attention to when people move between stages. This can create bad data if used incorrectly.