Super Users can update the list of available opportunity statuses and their related progress percentage to better reflect the pre-admission process at their organization.
Required Permissions: You must be a Super Admin to manage Opportunity Statuses.
Managing Opportunity Statuses
Use the following steps to modify the list of opportunity statutes for your Treatment Opportunities.
- Navigate to Admin > Preferences > Select Manage Opportunity Statuses.
- Click Edit to begin modifying your list of opportunity statuses.
- The Manage Opportunity Status pop-up window will appear, displaying the entire list of available opportunity statuses and any previous customizations made to this list.
- You can set the related progress percentage for each visible status in the Percentage column.
- Some statuses cannot be changed manually. You will only see the show icon next to them.
- This percent displays in the Progress bar on the Treatment Opportunity and Pipeline grid when this status is selected.
- Upon changing the opportunity status, there will be an auto-generated SMS or email alert sent out to the patient.
- The notification text will go to the saved number on the patient record.
- Use the buttons in the Action column to modify which statuses appear in the opportunity status drop-down on the treatment episode:
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Show: If you see this button, this status is currently hidden and won't display on the Opportunity Status drop-down list on the treatment episode. Click the Show button to add this status.
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Hide: If you see this button, this status is currently available on the treatment episode list. Click the Hide button to remove this status.
- Once you are done with your modifications, scroll to the end of the window and click Close.
- Perform a hard refresh to ensure your changes take effect in the system.
- For Mac computers: Hold down ⌘ Cmd and ⇧ Shift and then press R.
- For Microsoft computers: Click F5 (or Fn key and F5 at the same time).