Overview
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.
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
| Rooms | Display Only (Pulled from created/updated Rooms) | Yes | Any designation your practice deems useful in identifying accounts based on common characteristics (examples could include Bankruptcy, Deceased, Inactive, and Lien). |
| 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. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
|---|---|---|---|
| Create | [Alt] + [C] | Used to create a new Room value in Connect. | |
| Update | [Alt] + [U] | ||
| Delete | [Alt] + [D] | Deletes the selected Room value 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. |