How to Add to, Change or Delete a status to/from the drop down list

Open the Status Drop Down List window

1: Click Admin on the menu.

2: Select Drop Down Lists —> Status List from the drop down menu – the Status List window will open.

Add a Status

1: Click New from the menu – the New Status window will open.

Key in details and select actions

1: Add a Description by typing in the Description box.

2: IF required – Click … to add an Action to run.

Select an Action from the list

1: Select required Action from the list.

2: Click OK – the Window will Close.

Select claim type associated with this Status

1: Click the Claim Types tab – the Claim Types window will open.

2: Tick the boxes to associate the Claim Type with the Status.

3: Click OK to close the window.

Change a Status

1: Select the Status that requires changing.

2: Click Edit – The Edit Status window will open.

Make the changes

1: Change the required information in the General tab and the Claim Types tab

2: Click OK – the window will close.

Delete a Status

1: Select the Status to delete.

2: Click Delete – the item will be deleted.

3: If deleted in error – Click Undelete to reverse.

4: Click OK to close the window.