This resource will cover client statuses, client note types, and client custom fields within the Client Settings of the Settings tab. The areas below are referring to default settings that can be made for the profiles of clients you provide services to.
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Client Status
Navigate to Settings>Client Settings>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 Add 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 Settings>Note Types
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To leave a note type, select Add Note Type +, namethe note type, provide a description if needed, and keep it as active to use it. Then select SAVE
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Client Custom Fields
Navigate to Settings>Client Settings>Custom Fields
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Click Add Custom Field +, enter the label/title, and 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
Please note, you can always remove a custom field but you can only edit custom fields that do not have any information attached to clients.
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