Management Lookup Tab

Owned by Patrick Reynolds
Last updated: Oct 03, 2022
1 min read

The “Lookup” tab is where the user can create and edit the majority of drop-down selection items for ArborSoft. The Lookup tab has 24 sub tabs, being Note Type, Consumer Status, Consumer Type, Employee Type, Employee Status, Contact Type, Region, Skill, Certification, Activity, Intake, Diagnosis Codes, County, Agency, Term Reason, Intake Mode, Absentee, Waivers, State, Vendor Type, Vendor Status, Document Type, Reporting Agent, and Communication

Detail

To add a Lookup item:

  1. Navigate to the Lookup tab

  2. Click Insert

  3. Type in the Description

  4. Type in any other optional fields

  5. Click Save

Notice that items can be listed but not be marked “Active”, which will cause them to not be available in the applicable drop downs for that item.