How to review a report

I will show you how to leverage the request approval functionality within our report/letter collaboration tool. This feature allows you to have your work reviewed by a peer before sending it out to a client or provider. I will guide you through the process of selecting reviewers, requesting a review, and receiving feedback. You can easily add updates and comments, collaborate on sections of the report, and go back and forth until both parties are satisfied. This is a great way to ensure quality and collaboration in report creation.

Here is a process flow of the Approve Functionality in the reporting feature, and below that a quick intro video.