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.
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Client Status
Navigate to Settings>Client>Statuses
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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“Demo?” option is only to be used for as the Demo status for the demo client placed within the account
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Client Note Types
Navigate to Settings>Client>Note Types
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o Example: Supervisors use this section to leave notes about communication that occurred over the phone with a parent - The Note Type might be PARENT COMMUNICATION
·NO notifications are provided when a note is left in a client’s profile
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