Bill in Dispute is a workflow step available when creating a Practice Management workflows in Standard or Workflow Designer. Bill in Dispute is a Pass/Fail automated activity which checks if a bill is in dispute or not.
Details
The Bill in Dispute step has two outcomes: Pass or Fail.
If the bill is marked as in dispute, the workflow will proceed along the "Pass" route (for example to a step to wait 30 days to check again).
If the bill is not in dispute then this step will proceed along the "Fail" route (for example to send a chaser to the client).
Related documents
CCH Practice Management 2026.2: Release Notes
Release Notes for CCH Practice Management 2026.2
CCH Practice Management 2026.3: Release Notes
Release Notes for CCH Practice Management 2026.3
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