Using Additional Modules, Products, and Services > Additional Modules > Using the Zuelke Financial Module > Using the Setup Menu

Setting Up Status

Set up recall status to assign options for observation recall and between phase recall.

To set up Status:

1. From the Setup menu, select Status Setup. The Contract Type Setup window is displayed.  The Status Setup tab is selected.

2. In the Recall Status area, select the recall status to configure. A list of available and selected statuses are displayed.

3. To move a procedure to the selected list, find the procedure in the Available list and double-click it.

4. You can also select the procedure and use the > or >> buttons to move procedures from one list to the other.

4. Click Apply.

5. Repeat steps 2 through 4 until procedures are added for each monitor type.

6. Click Close.

Related Topics

Using the Setup Menu

Setting Up Contract Types in the Zuelke Financial Module

Setting Up the Zuelke Monitor

Setting Up Paid In Full Adjustment Types

Installing Zuelke Letters

Removing Promises