List Manager

The List Manager is where you will manage various options throughout your Database.

To access, go to Administration area, then click on List Manager button.

First, select the list you want to manage from the drop-down.

Your options are:

• Cancel Reason
• Case Type - Filter available for Mass Email/Text Campaigns
• Credit Cards
• Delete Reason
• Disputed Reason
• Employment Status - Filter available for Mass Email/Text Campaigns
• Major Complaint or Condition - Filter available for Mass Email/Text Campaigns
• Marital Status - Filter available for Mass Email/Text Campaigns
• Occupation - Filter available for Mass Email/Text Campaigns
• Reschedule Reason
• Reserve for local use
• Room
• Sex - Filter available for Mass Email/Text Campaigns
• Specialty
• Time Unit
• Write off Reason

 

Once you have selected the area you would like to work on, you can add a new item to the list, delete an item or Edit an existing item.

Additionally, you can change the order of the items by using the green arrows on the right-hand side of the screen.  Repeat these steps for any List you would like to make changes to and select Save when finished.

Keep in mind:

The Case type area has a general list of options. Cash, Medicare, Personal Injury, General Insurance, Worker’s Comp, Scholarship and Barter.

Reports will Display or Filter by Case Type.

If you would like to run a Case Classification Report to see ALL patients under a specific Case, you can add more detailed case types for your patients to fall under.

Sex:

Select Sex from the drop down and add additional gender options that can be made available within the Gender drop-down of the patients file.

If you would like information on upgrading your platform from CoAction Basic to CoAction+Communicate which features Mass Email/Text Campaigns, please reach out to Support!

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within the software, click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Phone/Text: 909-378-9514

Email: [e-mail]

Business hours: Monday-Friday, 8:00am-6:00pm CST