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Overview

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The Account Status page Rooms page is used to create to create, update, or delete an account status in facility rooms in Connect, or to associate or disassociate an account status to associate or disassociate a room values with a practicefacility. Account status Room values created and associated with a practice facility on the Account Status Rooms page are available for selection via the Account page > General tab > Account Status fieldselection during case creation.

Highlighting an account status value in the left-hand pane populates displays the Associated Practices list in list of Associated Facilities 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



 

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Field Definitions

Field

Type

Required

Description

Rooms

Display Only

(Pulled from created/updated Rooms)

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

The name, as designated by your practice, of the facility rooms. Once added to the system, the rooms can be used to assign rooms to procedures on cases.

Associated Facilities

Display Only with Selection Checkboxes

(Pulled from created/updated Facilities)

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


Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Create[Alt] + [C]

Used to create To add a new Room value facility room in Connect.


Update[Alt] + [U]

To modify a room name.


Delete[Alt] + [D]

Deletes To delete the selected Room value room from Connect.


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






 

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Rooms

Associating Rooms to Facilities



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