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How to Update a Client Status 

This article explains how to manage client records by updating their status

When a client has a status change that affects care, you can update their status to indicate that they are no longer active. This allows you to maintain a complete record while ensuring that these clients do not appear on your active client list.

Steps to Update Client Status

  1. Access Client Profile:

    • Navigate to the client profile of the individual you wish to update.

  2. Edit Profile:

    • Click on the "Edit Profile" option.

  3. Update Status:

    • Select Edit Status
    • Select Update
    • Change the status to the desired status from the drop-down menu 
    • Enter Date Effective

  4. SubmitChanges:

    • Ensure you select the Submit button to save the changes to update the client's status successfully.

By updating the status of old clients to terminated, you can effectively manage your client records without losing important historical data. This process keeps your active client list current while retaining the necessary information for future reference. If you have any further questions about managing client records, feel free to reach out for assistance.