.png){kind=logo}
What are New Clients?
Client Status in the system falls into 3 categories, explained below:
- New
- Active
- Inactive
New clients are any clients created in the system, but typically haven't been seen yet.
Either by:
- Self registration (if allowed)
- Staff created
Once the first chart note has been locked, the client becomes Active automatically by the system.
For more information, including other client status options
check out our article here.