List Manager



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

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


Your options are:

Cancel Reason

Case Type

Credit Cards

Delete Reason

Disputed Reason

Employment Status

Marital Status


Reschedule Reason

Reserve for local use



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 in CA 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.


Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.

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