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when Clinical Rule Engine runs

We recently turned on Clinical Rule Engine as we are starting to build our first rules.  However, providers are only being prompted to run CRE when they click “Lock” within the Progress Note, not when they click “Done” in the Billing window.  If providers lock the note from the Office Visits screen, they are not prompted to run it.

We’ve been told that it’s supposed to run when providers click “Done” in the Billing window.  Any tips?


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