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An Account Status value is any designation your practice deems useful in identifying accounts based on common characteristics. You may create any account status value and use it in the Accounts  > Search Criteria box to greatly improve account search results.   

Account status values are associated to specific practices.


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Field Definitions

Account Status Rooms Page

Step-By-Step Guides

Creating Account Status

Deleting Account Status

Associating Account Status Rooms to PracticeFacilities






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Admin Tasks




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