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Overview

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Info

The Account Status page is used to create or delete an account status in Connect, or to associate or disassociate an account status values with a practice. Account status values created and associated with a practice on the Account Status page are available for selection via the Account page > General tab > Account Status field.

Highlighting an account status value in the left-hand pane populates the Associated Practices list in the right-hand pane.


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



 



Field Definitions

Field

Type

Required

Description

Account Status
Rooms

Display Only

(Pulled from created/updated

Account Statuses

Rooms)

YesAny designation your practice deems useful in identifying accounts based on common characteristics (examples could include Bankruptcy, Deceased, Inactive, and Lien).
Associated
Practices
Facilities

Display Only with Selection Checkboxes

(Pulled from created/

updated Practices

updated Facilities)

YesThe list of
practices
facilities in Connect and association checkboxes. A checked box next to a
practice
facility indicates
the account status
the Room value is available for use on
the account
a case tied to that facility. An
unchecked box
unchecked box indicates the
account status
Room value is not available for use on the
account
case.


Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Create[Alt] + [C]

Used to create a new

account status

Room value in Connect.

Creating Account Status


Update[Alt] + [U]



Delete[Alt] + [D]

Deletes the selected

Account Status

Room value from Connect.

Deleting Account Status


Select All/Select None Provides a convenient way to associate/
disassociate all practices
disassociate all facilities with the selected
account status
room value. The button toggles between values upon selection. 





 

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Account Status

Creating Account Status

Deleting Account StatusRooms

Associating Account Status Rooms to PracticeFacilities



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