...
A) Select Client Status from the menu on the left:
B) The standard statuses that will be originally assigned to your account will be
...
Active and
...
Inactive.
...
You can add a custom client status by clicking
...
+ CLIENT
...
STATUS:
Some examples of Client Statuses can include:ü
- Referral Request
...
- Pending Authorization
...
- In Assessment
...
- Wait List
...
- Etc…
C) To edit these statuses as Active or Inactive clients, click
...
Edit
...
:
- Check or uncheck the box next to “Show as active”
...