Deactivate & View Clients

Users have the ability to deactivate & re-activate clients. They can also view active & and inactive Clients. 

Deactivate a Client
Re-Activate an Existing Clients
View Active Clients List
View Inactive Clients List

Deactivate a Client

1. From the homepage Dashboard, select Client from the Client/Employee/Doctor dropdown menu.
2. Select Edit Information from the Select a Transaction dropdown.
3. Select the Client.
4. Click Enter.
   
   
5. Uncheck the Active box.
   
   
   
   
6. Scroll down and enter the Discharge Date.
   
   
   
   
7. Scroll down and click Save at bottom of page.
   

Re-Activate an Existing Client

1. From the homepage Dashboard, select Client from the Client/Employee/Doctor dropdown menu.
2. Select Edit Information from the Select a Transaction dropdown.
3. Select the Client.
4. Click Enter.
   
   
5. Check the Active box.
   
   
   
6. Scroll down and delete the Discharge Date.
   
   
   
   
7. Scroll down and click Save at bottom of page.
   
   

Note: When you de-activate a client, you can still see them in the client dropdown menu. To sort active and inactive clients, run a client list report and sort by active, inactive, or all.

View Active Clients List

1. From the homepage Dashboard, select Client from the Client/Employee/Doctor dropdown menu.
2. Select Client List from the Select a Transaction dropdown.
3. Click Enter.
   
   
   
   
4. Select Active from the Active / Inactive dropdown.
   
   
   
5. Click Update View.
   
   
   
   
6. Active clients displays in list format.
   
   

View Inactive Clients List

1. From the homepage Dashboard, select Client from the Client/Employee/Doctor dropdown menu.
2. Select Client List from the Select a Transaction dropdown.
3. Click Enter.
   
   
4. Select Inactive from the Active / Inactive dropdown.
   
   
   
   
5. Click Update View.
   
   
   
6. Inactive clients display in list format.
   
   

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