Status Editor

Use the Statuses editor to maintain your list of patient status descriptions and related workflow triggers.

Open Statuses Editor - Select Editors from the Tools section of the Home ribbon bar. Then from the General section, open the Statuses editor. (You can also use the Search field to look for the editor you want to work with.)
Create or Edit a Status Description - To create a new status, type a name and abbreviation in the Create New Status portion of the window, then click Add. Or, select to work with an existing status, listed at the left. If not all your records appear in the list, use the Show / Hide Inactive icon at the top of the window to include both active and inactive records. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
Status Details - Select a status to work with. If you just created a new status, it is selected automatically. If you cannot find the status you are looking for, click the icon to toggle the display to include both active and inactive descriptions.

Name - You can change the name of your status in this field.

Abbreviation - The status abbreviation appears on the Patient Information Panel of the patient folder, among other places in your system.

Color - Select a color, or use the eyedropper tool to choose a screen color, to identify this status in the patient folder header.

Appointment Required - Enable the Appointment Required option for each description in your Status editor that should have an appointment scheduled with your office. When you process an appointment for a patient in a status that requires an appointment, you are given rescheduling opportunities, including placing the patient on your Needs Appointment list.

Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

Exclude Patients From Automatic Patient Rewards - Enable the Exclude Patients From Automatic Patient Rewards option in your Status editor to prevent applying automatically triggered patient reward points to patients assigned to the status. Patients retain any points they have already accumulated, and can redeem those points for prizes. You can also apply points to any patient, regardless of status, either manually or as part of a subgroup, at any time.See "Set Up Patient Reward Triggers" for details.

Layman's Description - Enter a layman's description of this status, perhaps in sentence format, primarily for use as a mail merge variable.

Classification - Select the classification to apply to this status. The classifications are compiled and used by your certain report and graphs. If you do not want this description included in any statistics, select Other.

Workflow - Use the Workflow field of the Status editor to assign a workflow to trigger whenever you change a patient status to a specific description. To erase the workflow assignment, select (None). Inactive workflows do not appear in this list, unless this status already has the workflow selected. (See "Workflow Editor" for details about creating workflows.)

Save Changes - Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

More Information

Print Report - Run a Status List report to review the status descriptions you have created. The report includes the status description, abbreviation, laymans' description, whether or not a patient assigned to this status is required to have an appointment scheduled with your office, and the statistics classification assigned to the status. Records flagged Inactive are not included in the report. See "Status List" for details.

Default Status - You can select a status to be the default for new patient folders. Of course, you can change the default for individual patients as needed, and select a different status to be the default at any time. See "Create a New Patient Folder " for details.

Automated Status Changes - You can change a patient's status manually at any time, or trigger a status change with a workflow activity. See "Workflow Editor" for details.

Status Changes Recorded - When you change a patient's status, the change is recorded in the patient’s Status History form. See "Patient Status History" for details.

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