Maintain ownership codes
IT Manager Practice Admin
Ownership codes are used to classify the type or entity of a client. They appear in the Entity drop-down list on the Client Details page.
-
Select Admin > Categories from the menu.
-
Select Special Categories from the list, then select Ownership Codes.
-
Click Add (or View/Edit to edit an existing category).
-
Add a Code, then enter a Description which will appear in the Entity drop-down list.
-
You can select and link to Ownership categories from the Category list. This can be done to group ownership types together for reporting purposes.
-
Select the applicable Valid For checkboxes to indicate what entities the ownership type can be used against.
-
Click Save.