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
- To view existing Status Reasons, go to Accounting>Accounting Settings>Status Reasons.
- Click the to filter by Status Type (On Hold, Discharged) and Leave Type. You can search by Code or Description.
- Click +New Status Reason.
- 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.
- Click Save.
Edit a Status Reason
Click Edit for the Reason you wish edit.
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