Why Use This Function:

A CCA/CCM Status indicates the current stage of an unpaid Patient or Debtor account within the Credit Control process. As part of the Credit Control Assistant (CCA)/Credit Control Management (CCM) workflow, each status reflects exactly where the account is in the debt-collection cycle, allowing the Practice to track progress, prioritise follow-up actions, and ensure that outstanding amounts are managed efficiently.

Statuses provide real-time visibility into the financial state of an account, helping the Practice monitor unpaid balances, streamline communication, and ultimately support the successful recovery of funds.

• This user manual will start on the Invoices tab, on the Accounts Details screen.

• For more information on how to navigate to the Invoices tab, please refer to the user manual: Account Details: Navigating the Invoices Tab.
  
  
• Double-Click on the desired Invoice.

• The Invoice will expand with more options.

• Click on the CCA Status button.

• The Update CCA Status screen will open.

• Click on the CCA Group drop-down menu to update the CCA Group of the selected Invoice.

?Please Note: The options available depend on the CCA settings setup for your Practice.

• Click on the CCA Status drop-down menu to update the CCA Status of the selected Invoice.

• Click the Ok button to update the CCA Status according to your changes.

• Once saved the CCM Status Column will display New.