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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.

 

Account Adjustment Analysis - Detail

Expected Insurance AR Summary - Summary

On Account Details - Detail

STD - AR Aging Analysis

STD – Expected Aging by Payer and Plan (YTD)
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titleAccount Status Subtopics

Field Definitions

Account Status Page

Step-By-Step Guides

Creating Account Status

Deleting Account Status

Associating Account Status to Practice

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titleRelated Reports in Connect Portal

 

 

 

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Admin Tasks

 

 

 

Search this documentation

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