You can now archive clients you are no longer seeing. You can better manage your client list, helping you easily identify active clients and those who have completed care. It also helps to better understand how care is concluded.

What do I need to do?

Log in and review your client list. All clients will be listed under the "Active" tab. Please archive clients who are no longer active, including those you've completed care with or those who have disengaged. Keep clients with upcoming appointments marked as active.

How do I archive a client?

Select the client you wish to archive, then click 'Archive' in the top right corner.

Where can I see my archived clients?

All archived clients will automatically appear under the 'Archived' tab.

How do I unarchive a client?

In your archived list, select the client you wish to reactivate. Click 'Unarchive' in the top right corner, and the client will be moved back to your active list. The client will not be notified of this.

What options can I select when archiving a client?

When you archive a client, you’ll be prompted to select a reason for concluding care in the dropdown.

We’ve outlined various categories that describe when and why care is completed.

Completed Care - Met Goals

• The agreed and planned end between the member and practitioner. No further care is needed as the member has met their goals.

Session Limit Reached

• The member has no employer-funded sessions left, preventing further care from continuing. The member would have benefited from additional funded sessions if available.

Dropped Out or Disengaged

• There was no agreement between the member and practitioner, and the member did not book further sessions or respond to messages.

Continuing with Self-Pay Sessions

• The member has exhausted their employer-funded sessions but continues care by paying for sessions themselves.

Referred to Support Outside of Unmind

• The member needs additional support from a specialist service, and is referred to another professional or service outside of Unmind. This could occur at any point in care.

Signposted to Another Unmind Practitioner/Service

• The member requires further support and is directed to another Unmind practitioner (for a different approach) or service (such as debt or financial support). This could happen at any stage of care.

Requested to End Sessions

• The member has informed the practitioner that they no longer wish to continue with sessions.

Other

• This category is for any reason not covered by the other definitions for concluding care.