Status Table

Use the Status table to maintain your list of patient status descriptions and related event triggers.

1. Open Status Table - ViewPoint main menu > System Tables > Patient > Status.

   

2. Create or Edit a Status Description - Click new to create a new assistant for your practice, or choose to work with an existing record. 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.

   Select Existing Record - Use the Previous and Next buttons, or the dropdown list at the bottom of the window to choose an existing record to work with. If not all of your records appear in the list, disable the Show Active Only option to include the inactive records.

   

   Create a New Record - Click New (or press Alt+W on your keyboard), then enter the details for your new record.

   

3. 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, disable the Show Active Only option at the bottom of the window to include both active and inactive descriptions.

   

   Description - You can change the name of your status in this field. When a patient is assigned to a status description that begins with "Dismiss", you will be prompted for the dismissal date.

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

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

   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.

   Appointment Required - Enable the Appointment Required option for each description in your Status table 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.

   Set Auto-Dismiss - Enable this option to automatically enter the current date as the dismissal date (found on the Milestones tab of the patient folder) when the Status field on the Patient tab of the patient folder is changed to this status description. If the patient already has a dismissal date, this action is ignored. Also, when an Auto-Event changes the patient's status to a description that starts with "Dismiss", you are prompted for the dismissal date, which is then entered into the Milestones tab of the patient folder.

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

   Colors- Select colors to identify this status on the Status field of the Patient tab of the patient folder. You can also click Clear to reset the status to default colors.

Print - Click Print to send the list to your printer.You may also want to print the list as a report. See "Status List" for details.

Save Your Changes - Click Exit to save the changes you have made and close the editing window.

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