Introduction
Organisation status categories allow you to track where patients are in their care journey. As an Administrator, you can create custom status types, edit their names and colours, reorder them, and remove statuses you no longer need.
Before You Start
Required Permission: You must be an Organisation Administrator to access this feature.
Standard team members and Team Owners cannot edit organisation status settings.
Steps
Opening the Status Editor
- From the sidebar, click My Organization
- Click the kebab menu (⋮) in the top-right corner of the page
- Select Edit Organization Status from the dropdown menu
- A dialog box opens showing all your current patient status categories
Editing an Existing Status
- Click on the status name you want to edit (the text becomes editable)
- Type the new name in the text field
- To change the status colour, click the colour picker next to the name and select a new colour
- Click the green checkmark button to save your changes
- The dialog remains open so you can make additional edits
Note: The system statuses Deceased and Inactive cannot be edited or deleted. These appear with a lock icon.
Adding a New Status
- At the bottom of the status list, type the new status name in the New Status Name field
- Click the blue plus (+) button to add it
- The new status appears in your list with default duration targets (amber warning at 3 hours, red alert at 4 hours)
- You can now edit the name or colour if needed
Note: The Add button is disabled while you're editing another status. Save your current edit first.
Deleting a Status
- Click the red bin icon next to the status you want to remove
- A confirmation dialog appears with the warning: "All Patients with this status will be affected. If this is their current status then their status will be removed. This action cannot be undone!"
- Click Confirm to delete the status, or Cancel to keep it
Important: Deleting a status affects all patients currently assigned to it. Their status will be removed. This action is permanent.
Reordering Statuses
- Hover over a status to reveal the drag handle icon
- Click and drag the status to its new position in the list
- If you move a status backward (higher in the list), a verification dialog appears: "Verify Order change"
- This warning alerts you to potential timeline date/time ordering issues
- Click Confirm to apply the new order
Note: The Deceased and Inactive system statuses cannot be reordered.
Closing the Editor
When you've finished making changes:
- Click outside the dialog box to close it, or
- Click the X button in the top corner
Your changes are saved automatically as you make them. The organisation view refreshes to show your updated status categories.
Tips
-
Only edit one status at a time: The dialog prevents multiple simultaneous edits to avoid confusion. Finish your current edit before starting another.
-
Choose meaningful colours: Use distinct colours for your statuses to make patient lists easier to scan at a glance. For example, use green for "Ready for Discharge" or red for "Urgent Review".
-
Consider your workflow: Order statuses to match your typical patient journey. Patients often move forward through statuses, so a logical sequence helps staff track progress.
-
Be cautious with deletion: Before removing a status, check how many patients currently have it assigned. Consider editing the name instead if you want to repurpose an existing category.
-
No explicit success message: The dialog doesn't show a "saved successfully" message. Changes take effect immediately when you click the checkmark or plus button.