This resource will cover client statuses and , client note types, and client custom fields 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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Client Status
Navigate to Settings>Client>StatusesSettings>Client Settings>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 Add Status + 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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Client Note Types
Navigate to Settings>Client>Note Settings>Client Settings>Note Types
Client note types (similar to staff note types) are created if wanting to use the notes section of a Client’s profile. The note type name helps to organize the type of note being left within a client’s profile.
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To leave a note type, select Add Note Type + NOTE TYPE, Name the note type, provide a description if needed, and keep it as active to use it. The Then select SAVE
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Client Custom Fields
Settings>Client>Custom Navigate to Settings>Client Settings>Custom Fields
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”Field +”, enter the ”Label”/title, and choose the field>Choose the field “Type” (drop down, date, radio button, etc.)>Click “Check Name”. 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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