Keep your client's case status relevant and up to date by utilising the case status feature. With three options to choose from, Current, Closed or Deceased, the case status serves to ensure you know exactly what stage of their health journey a client is at with your practice. 

1. To update a client's case status, click on Details/Referrers from the relevant client's file


2. In the Other Details section under Case Status, select the relevant status


3. Click on Update Client for the Case Status changes to take place

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