Maintain Resource Panel Codes

With the Maintain Resource Panel Codes function you can review information for a specific code, add a new code into the table, change the information for existing codes, inactivate or reactivate a code, or print the table.

Upon accessing this function the Resource Panel Code screen will be displayed containing blank data fields. You can type in an existing code for editing purposes or create a new code.

Data Field Information
Prompt Response Req Len
Resource Code Type in an existing code for editing purposes, click the magnifying glass to search the table or create a new code.   3
Description A description of the code is required and may be up to 40 characters long.   40


Inactive Codes - If you select a code that has been inactivated, CGM webPRACTICE will display the existing information for the code but the data fields will be unavailable and you cannot make any changes. Reactivate will be the only active function in the Action Column. You must Reactivate the code first, if you want to change any of the data stored for the code.

If you are the System Manager for CGM webPRACTICE, we recommend you limit access to the Maintain function to select staff members in your practice. We also recommend you provide guidelines customized for your practice to these staff members for entering table data in a consistent manner. This should protect the integrity of your table information.

To create new codes or edit existing codes in the table a user must have the Allow Table Update option selected in the Maintain Users function and be given the appropriate security level. For additional information about security levels, see the Function Security Menu and for setting up user codes, see Maintain Users. If the Maintain function is accessed and the user is not authorized to 'Allow Table Update', the New, Inactivate, Reactivate, and Save functions will be unavailable. These functions will appear dimmed on the screen and the user will only be allowed to Review codes. If the user does not have the appropriate security level to access the Maintain function, codes can also be reviewed using the Review a Resource Panel Code function.

Action Column Functions
The Action Column functions are provided so you can perform multiple functions quickly and efficiently from within the Maintain function.

Select - Will display a new screen with blank data fields so you can select another code.

New - Will display a new screen with blank data fields so you can enter the information for a new code.

Next - Displays the next code in the table. If you are viewing the last code in the table and click Next, CGM webPRACTICE returns to the main Tables menu. If you make changes to the table and click Next, the changes will not be saved. You must click Save to save the changes before proceeding to the next table item.

Previous - Displays the previous code in the table. If you are viewing the first code in the table and click Previous, CGM webPRACTICE returns to the main Tables menu. If you make changes to the table and click Previous, the changes will not be saved. You must click Save to save the changes before proceeding to the previous table item.

Print - You can print all or part of the contents of the table. For additional information about printing, see Print the Resource Panel Table.

Inactivate - Will immediately inactivate any active code currently displayed on the screen. When you inactivate a code in the table, it is not actually removed from the table but is assigned an inactive status. CGM webPRACTICE needs to retain information about the inactivated code for any data that was previously entered with that code. After a code has been inactivated you cannot use it for any data entry operation. An entry will be logged in the Changes to Table category in the System Log function located on the System, File Maintenance, Look-Up Functions menu.

Reactivate - Will immediately reactivate any inactive code currently displayed on the screen and allow it to be used in data entry again.