Set Client Records to Inactive
Set a client's record to inactive if they are no longer an active client participating in therapy. Inactive clients do not get deleted, instead their record will not show up in client searches or appear in lists of active clients. Inactive clients can be reactivated at any time.
1. Getting started
Click Clients in the main navigation menu to navigate to the clients area of TherapyZen.
2. Locate the client to inactivate
Click the Client Name in the client list to go to the client record you want to set to inactive.
3. Click the active/inactive toggle switch
Use the provided toggle switch to set a client's status to Active or Inactive.
4. How to view inactive client records
To view your list of Inactive clients, use the provided filter in the Clients area to display the filter options. Check the Active or Inactive box to filter your list of clients by their current status.