Overview
The Case Hold Reasons page is used to create or delete a case hold reason in Connect, or to associate or disassociate a case hold reason value with a practice. Case Hold Reason values created and associated with a practice on the Case Hold Reasons page are available for selection via the Case: [ID] page > Case & Claim Holds tab > Case Hold Reason field.
Highlighting a Case Hold Reason value in the left-hand pane populates the selected Associated Practices in the right-hand pane.
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
| Case Hold Reasons | Display Only (Pulled from created/updated Case Hold Reasons) | Yes | Any designation your practice deems useful in categorizing Case Holds. |
| Associated Practices | Display Only with Selection Checkboxes (Pulled from created/updated Practices) | Yes | The list of practices in Connect and association checkboxes. A checked box next to a practice indicates the Case Hold Reason value is available for use on the practice's cases. An unchecked box indicates the Case Hold Reason value is not available for use on the practice. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
|---|---|---|---|
| Create | [Alt] + [C] | Used to create a new Case Hold Reason value in Connect. |
|
| Delete | [Alt] + [D] | Deletes the selected Case Hold Reason value from Connect. |
|
| Select All/Select None | Provides a convenient way to associate/disassociate all practices with the selected Case Hold Reason value. The button toggles between values upon selection. |
