How do I set up/edit Status Reasons?

A Status Reason is set when a Visit, Client, or Service is put On Hold or a Client or Service is Discharged.

 Unlike Cancelled Visits, On Hold Visits are never billable or payable.

Status Reasons are reportable in Data Exploration.

Set Up a Service Status Reason

1. To view existing Status Reasons, go to Accounting>Accounting Settings>Status Reasons. 
   
   
   
   
2. Click the  to filter by Status Type (On Hold, Discharged) and Leave Type. You can search by Code or Description. 
   
   
   
3. Click +New Status Reason.
   
   
   
   
4. Select a Status Type, a Code, and a Description. Optionally, select a Leave Type. 
   
    Leave Types are hard-coded (meaning they cannot be user-configured). They are only an option for Status Type On Hold.
   
   
   
   
5. Click Save.

Edit a Status Reason

Click Edit for the Reason you wish edit.

Learn More

• How do I add/edit/update the Status of a Service?
• How do I add/edit/delete my Client's Status?
• How do I put a visit On Hold or take it off Hold?