Maintain Status/Locations

With the Maintain Status/Locations 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 Maintain Status/Locations screen displays containing blank data fields.

Data Field Information
Prompt Response Req Len
Status/Location Code Type the code you want or click the magnifying glass to search the table. 5
Status Description Type a description of the status code. 20
Status Sequence Type a number to indicate the sequence in which you want this code to display when you Print the Patient Status/Location Table by the Status Sequence Sort Parameter.   1
Sequence Label Type a label for this code to display when you Print the Patient Status/Location Table by the Sequence Label Sort Parameter.   4
Check In/Out Status Code If you want to track the Patients in Office on the Practice Vitals dashboard, select this check box for each status code used for migrating patients through the office in the Patient Check In/Out function.   1

After you Save the code, the information refreshes on the screen.

Inactive Codes - If you select a code that has been inactivated, CGM webPRACTICE displays 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.

Use the Action Column functions to edit or create codes. To create new codes or edit existing codes in the table, a user must have the Allow Table Update check box selected in the Maintain Users function and be given the appropriate security level. For additional information about security levels, see the Function Security Menu 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 Status/Location 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 - Displays a new screen with blank data fields so you can select another code.

New - Displays 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 Status/Locations.

Inactivate - Immediately inactivates 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.

Reactivate - Immediately reactivates any inactive code currently displayed on the screen and allows it to be used in data entry again.