Code Tables allow you to customize your portal based on your companies' processes.
You can customize the following using Code Tables:
- Note Categories
- Pay Codes
- Line of Business
- Workers Comp Codes
- Follow Up Statuses
- License Types
- Certification Types
- Referral Sources
- Document Categories
- Human Resource Statuses
- Group Categories
- Tags
- Lead Sources
- Lead Source Statuses
- Offer (Sub Status)
- Client Account Types
- Admin Roles
To see a brief overview of what each code table offers, see the Overview article here.
To navigate to Code Tables, go to Settings, then Code Tables in the sidebar.
To view a specific code table, hover over the code table and then click anywhere inside of the highlighted box to view the List of Records in that Code Table.
Code Table List Basics
Each Code Table includes the following fields:
- Order that the Records will display in
- Name of the Record
- Description of Record
- Created On (Date and Time)
- Created By (Name of Admin)
- Modified On (Date and Time)
Other fields are specific to which code table you are in. Some of these fields may be blank for particular records, if the field is optional and blank, or in the case of the Modified fields, if the record has not been modified it will appear blank.
At the top of the Code Table page, you will see the Name of the Table displayed, as well as a Quick Search field, Add Record button and Export Button.
If the window is minimized, you may not be able to see the entire list of fields. To view other fields that may be hidden, hover over the bottom of the last record and use the slide bar to navigate left or right.
Creating a record works the same way across all Code Tables, with some variance in table-specific fields.