All Collections
Health Records
Manage client status
Manage client status

How do I change my client's status?

Updated over a week ago

Here are the steps to manage client status:

  1. On the client's row, go to the last column where it says status

  2. Select the arrow in the dropdown

  3. Select the status you would like

Here are the steps to create a custom status:

  1. Select the status dropdown

  2. Select manage statuses

  3. Select new status

  4. Type in the title of the status you want to create

  5. Select the square to customize the colour

  6. Click save

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out to

Did this answer your question?