Versions Compared

Old Version 2

changes.mady.by.user Shawna Crawford

Saved on

compared with

New Version Current

changes.mady.by.user Shawna Crawford

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Overview

Panel
borderColorblack
bgColorgray
titleColorblack
borderWidth2
titleBGColorwhite


Info

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.



Info
titleBGColoraaaaaa
iconfalse
titleHow to Get Here?


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



 

Image Added


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)

Yes

The 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.

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]

To add a new facility room in Connect.

  1. From the Rooms page, click Create. The Create Room window opens.
    Image Added
  2. Enter the name or description of the new room in the Room Name field.
  3. Click OK. The new facility room is added and displayed in the Rooms pane
Used to create a new Room value in Connect
  1. .
Update[Alt] + [U]

To modify a room name.

  1. From the Rooms page, select the Room to be updated.
  2. Click Update. The Update Room window opens.
    Image Added
  3. Enter the updated name or description of the room in the Room Name field.
  4. Click OK. The updated facility room name is displayed in the Rooms pane.
Delete[Alt] + [D]

Deletes To delete the selected Room value from Connectroom from Connect.

  1. From the Rooms page, select the Room to be deleted.
  2. Click Delete. The Delete Room confirmation window opens.
    Image Added
  3. Click OK. The facility room name is deleted from the Rooms pane.
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. 





 

Panel
titleColorWhite
titleBGColorGray
titleRelated Topics

Rooms

Associating Rooms to Facilities



Search this documentation

Livesearch
spaceKeyCD