Page 124 - 3E User Manual- updated 3-2018

Paperless Proforma Process

To send a copy of the proforma to an associate in another office for review

• We recommend this be done at the Admin step (step 2).
• This is a recommended practice outside of the 3E Workflow to accommodate unique circumstances.
• Once the Admin reviews the proforma, select Bill Preview.
• Change the template to SEA_proforma and select Print.
• Enter the email address of the associate who needs to review the proforma.
• Enter a note in the Message field that to the associate to review the proforma.
• Select the 3E home button to return to the Dashboard.
• This will keep the proforma edit in the Action list until receiving an e-mail/verbal approval from the associate.
• Once approved, update the proforma with any changes, add a comment in the Internal Comments field that the
associate reviewed the proforma and select Submit.

Paperless Proforma Process 3/27/2018