This resource will cover client statuses and client note types within the Client Settings area of the Settings tab. The areas below are referring to settings that can be made for the profiles of clients you provide services to.
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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 as the Demo status for the demo client placed within the account
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To leave a note type, select + NOTE TYPE, Name the note type, provide a description if needed, and keep it as active to use it. The select SAVE
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Client Custom Fields
Settings>Client>Custom Fields is an optional component which allows users to create additional fields to appear on client profiles. It is recommended to come back to this area once you have had a chance to work in Rethink if you then realize there is additional information you would like seen on client profiles.
Click “Add Custom Field”>”Label”/title the field>Choose the field “Type” (drop down, date, radio button, etc.)>Click “Check Name”
A user can create as many custom fields as needed but only 5 can show in the Client List Page view for filtering purposes
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