Overview

The Practices page contains a list of all practices and is used to manage them.

How to Get Here?

From the Home Page:From the Menus:
  • Click Practices from the Admin list 
  • Open the Admin menu and select Practices

 

 



Field Definitions

Field

Type

Required

Description

Filters Section

 

FiltersFilterNo

Filtering options used to specify which practices are displayed in the Practices table.

Allows the list of collection information to be filtered by Practice Name and/or Inactive status.

As you type, the list is filtered to show only the data that matches what was typed. To restore the list to all practices information, clear the contents of the filters.

If the Inactive checkbox is selected, the list of practices displayed will include those that were marked as Inactive in the Practice / General Practice Information tab.

IDRead-onlyYes

The unique identification number the software assigns to the practice. This number is used for Anesthesia Quality Institute for cross-referencing and crosswalk purposes.

Practice Name

Display Only

(Pulled from created/updated Practices)

Yes

The name of the practice established in the practice configuration.

Address

Display Only

(Pulled from created/updated Practices)

YesThe street address of the practice established in the practice configuration.
Address2

Display Only

(Pulled from created/updated Practices)

NoThe street address (line 2, if applicable), of the practice established in the practice configuration
City 

Display Only

(Pulled from created/updated Practices)

YesThe city of the practice established in the practice configuration.
State 

Display Only

(Pulled from created/updated Practices)

YesThe state of the practice established in the practice configuration.
Zip Code 

Display Only

(Pulled from created/updated Practices)

Yes

The postal code of the practice established in the practice configuration.

Active Date 

Display Only

(Pulled from created/updated Practices)

No

The date used as the accounting date for accepting new charges and payments in Connect Back Office.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Create[Alt] + [C]Add a new practice to the table.Configuring Practices
Update[Alt] + [U]Modify the selected practice configuration.

Updating Practices

Delete [Alt] + [D] Removes the practice from the master list.Deleting Practices






  • No labels