References - Financial Status

The Financial Status References contain all Financial Statuses that can be used when selecting a patient's Financial Status in the Account Tab of the Patients Ability. Commonly used financial statuses include "Collections", "Self Pay", "Capitation" and so on.

To create a new financial status, navigate to the References Ability and select Financial Status in the sidebar. Click the green plus button to create a new record, and enter the status you'd like to add.


After entering the information, save the new record by going up to the Edit menu and choosing Save Record, or using the Command-S keyboard shortcut.

To associate a financial status to an account, go to the Patients ability and select a patient on the account you wish to edit. Go to the Account Tab, the Financial Status field is located in the top middle of the tab.
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