Mark a client inactive, and the reminders stop
Clients who have finished with your practice can be marked inactive. Recurring schedules end, reminders stop, and they drop out of the roster without being deleted.
Highlights
- -Mark one client inactive from their record, or several at once from the roster
- -Live recurring schedules end, and the reason is kept on the record
- -No further reminders or automatic sends reach them
- -Their history stays exactly where it is
- -Where a practice management system is connected, it stays the source of truth
The worst email a former patient can get is a reminder for a check-in they no longer need. Clients can now be marked inactive, one at a time from their record or several at once from the roster. Live recurring schedules end, reminders and automatic sends stop reaching them, and they come out of your working list without anything being deleted. Their history stays. For practices connected to Cliniko or PracSuite, archiving someone there marks them inactive here too, so the two lists stop drifting apart.
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