Skip to main content

If we have a client that leaves our service, how do we make their Case reflect that?

Kyle Minckler avatar
Written by Kyle Minckler
Updated this week

All clients (Cases) remain in the database whether they have received assistance recently or don't ever return for services -- No action is needed on your part. However, if you wish you can add a new Demographic field called "CLIENT STATUS", or something similar, and includes the option "INACTIVE". You could then denote when a client leaves your services and mark them "INACTIVE."

If you are a network administrator, here are the steps to follow to do this:

    Visit your [Admin] tab in the top-right corner
    Click the [Demographics] sub-tab
    Click [Add Demographic +] button

If you need to run a report on all "Active" cases, you can still do so.  When you set up your report, click on "Filter by Demographic Profile Match" and select "CLIENT STATUS: None". see screenshot - https://simon.d.pr/i/4dusDh

Did this answer your question?