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The tutorial discusses the use of progress reports and how they relate to workflow settings for document evaluations. It explains that the workflow can be customized to prompt for additional documents based on specific rules, which can be set up by payer or other criteria. Prompts can be configured by calendar days or treatment visits, allowing for flexibility in scheduling. For example, Part A may prompt every seven calendar days, while Medicare B patients might prompt every tenth visit. The tutorial emphasizes that these reminders can be tailored based on the payer source. It also mentions the documents section that includes the document name, date range, and due date, highlighting that overdue documents are marked in red.
