A Service Status Reason is set when a Client visit or service is put On Hold; or a Client Service is Discharged. Unlike Cancelled Visits, On Hold visits are never billable or payable.
Service Status Reasons are reportable in Data Exploration.
Set up a Service Status Reason
- To view existing Service Status Reasons, go to Accounting>Accounting Settings>Service Status Reasons.
- Click +New Status Reason
- In the resulting dialogue, choose either Discharged or On Hold status, enter a Status Reason Code, and optionally, enter a Description.
- Click Save.
Edit a Service Status Reason