Enquiry and review records
An agency enquiry describes the review period, billing concerns, and which records are available. Relevant visit, approval, invoice, or follow-up records may be added for staff review.
TALLYBRIAR · PRIVACY
Privacy guidance for agency enquiries.
Agencies submit an enquiry and relevant review records for Tallybriar staff to review.
Private dossier link
The private link provided for an enquiry opens the corresponding dossier. Use that link to return to the enquiry and its review records.
Leave identifiable information out
Do not upload identifiable client information or health information. Keep it out of enquiry messages and any records shared for review.