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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 values to associate or disassociate a room 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 a room value in the left-hand pane populates displays the Associated Practices list in list of Associated Facilities in the right-hand pane.

Note
For any non-Admin user with Rooms permissions, be sure to also give him/her View permissions for Facilities in order to properly use the Rooms functionality.

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title	How to Get Here?

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

Account Status

Rooms

Display Only

(Pulled from created/updated

Account Statuses

Rooms)

Yes

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

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 Practices

updated Facilities)

Yes

The 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.

Note
See Topic Associating Rooms to Facilitiesfor steps to add rooms to a facility.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides
Create	[Alt] + [C]

Used to create

To add a new

account status value in Connect.Creating Account Status

facility room in Connect.	From the Rooms page, click Create. The Create Room window opens. Image Added Enter the name or description of the new room in the Room Name field. Click OK. The new facility room is added and displayed in the Rooms pane.
Update	[Alt] + [U]	To modify a room name.	From the Rooms page, select the Room to be updated. Click Update. The Update Room window opens. Image Added Enter the updated name or description of the room in the Room Name field. Click OK. The updated facility room name is displayed in the Rooms pane.
Delete	[Alt] + [D]

Deletes

To delete the selected

Account Status value

room from Connect.

From the Rooms page, select the Room to be deleted.
Click Delete.

Deleting Account Status

The Delete Room confirmation window opens. Image Added Click OK. The facility room name is deleted from the Rooms pane.
Select All/Select None		Provides a convenient way to associate/