Creating & Managing Client Status

Client Statuses allow clinics to create custom status labels that can be assigned to clients. These statuses can be used throughout Notenetic to help organize and filter client records.

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What You'll Need

• A role with permission to manage Clinic Settings

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Where to Go

1. Navigate to More
2. Select Settings
3. Open Client Status

The Client Status page displays all client statuses currently configured for your clinic.

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Create a Client Status

1. Select + Add Client Status in the upper-right corner.
2. Enter the name of the new client status.
3. Select Add.

The new client status will immediately become available for assignment to clients.

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Managing Client Statuses

From the Client Status page, you can:

• View all configured client statuses
• Create new client statuses
• Deactivate client statuses that are no longer needed

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Deactivating a Client Status

Client statuses that are no longer in use may be deactivated.

Important: Once a client status has been deactivated, it cannot be restored. If the status is needed again in the future, a new client status must be created.

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Learn More

To learn how to assign a client status to a client profile, see the Applying Client Status to a Client article.

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Important Notes

• Client statuses are created and managed at the clinic level.
• Newly created statuses are immediately available for assignment.
• Deactivated client statuses cannot be reactivated.
• Client Statuses can also be used as filters throughout Notenetic, including within the Documents section.

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