This resource will cover client statuses and client note types within Client Settings of the Company Account. The areas below are referring to settings that can be made for the profiles of clients you provide services to.
Client Status
Navigate to Settings>Client>Statuses
Each client has a status in their profile that can be changed/determined on an ongoing basis. This area is to make all possible status options to be used within the clients profile throughout their time with the Provider. Most often, Active and Inactive statuses are used for clients, however, you can create your own statuses for clarifying company specific reasons for a status of a client (e.g. onboarding, discharged, etc.). You would then make those customized statuses be active or inactive.
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An INACTIVE status means that the client cannot be scheduled for an appointment or have programming written
NOTE: If a previously active client becomes inactive, the clients profile, information, and data are still in Rethink for your records.
To create a new status, select + Client Status
From there, you can Name the Status and decide if that status is Active or Inactive then press SAVE
Example: a Discharged status would be marked as Inactive, meaning someone who is discharged as a client, would no longer be scheduled for appointments or have programming written for them
NOTE: The Demo? option is only to be used for the Demo status for the demo client placed within the account
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Client Note Types
Navigate to Settings>Client>Note Types
Client note types (similar to staff note types) are created if wanting to use the notes section of a Client’s member profile. The note type name helps to organize the type of note being left within a client’s profile.
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