Approving a Draft to Open Status
When all case specifics are confirmed, the draft can be approved to enter the active scheduling and billing pipeline.
Open the draft in the modal via the Events List, Board, or direct link.
Verify all required fields across both steps:
Event Type
Assigned Representative
Facility
Procedure (if required by event type)
Physician
Event Date (Mandatory for approval; an event cannot move to Open without a confirmed date)
Advance to Step 2. If any required field is missing or invalid on either step, the Create button remains disabled, and the specific missing fields are listed directly alongside the button.
Once all validation requirements pass, click Create.
Beacon conducts a final server check:
Verifies the assigned representative holds authorized directory assignments for the selected facility and physician.
Verifies the facility is not on credit hold.
Verifies user permissions and record concurrency.
Upon approval, the event updates to Open status. Beacon executes the create-path triggers once: the
EVENT_SCHEDULEDnotification is dispatched, tracking audit rows are recorded, any preference card quote is compiled, and the event flows into active calendars, Looker reports, and daily digests.