DOCUMENT STATUS TYPE

To add a Document Status Type, go to Settings > Lookup Tables > A/R Support Tables > Document Status Type

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Document Status Type. 

ADD DOCUMENT STATUS TYPE

To add a new Document Status Type, click on the "Add Document Status Type” link

Enter the required information and click "Add". 

EDIT DOCUMENT STATUS TYPE

To edit a Document Status Type, click on the edit pencil. You can also end a Document Status Type by adding an end date.

Make your changes and click on the "Update" button.

VIEW DOCUMENT STATUS TYPE

To view a Document Status Type, click on the magnifying glass

The Preview Screen appears

DELETE DOCUMENT STATUS TYPE

To delete a Document Status Type, click on the trash can

You will be asked if you are sure you want to delete.  Click "OK" to confirm.