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 Please archive clients who are no longer active, including those you've completed care with or those who have disengaged.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.
Reasons for Archiving a Client
We’ve outlined several categories to help describe when and why a client can be archived:
- Completed Care - Met Goals
- Session Limit Reached
- Dropped Out or Disengaged
- Continuing with Self-Pay Sessions
- Referred to Support Outside of Unmind
- Signposted to Another Unmind Practitioner/Service
- Requested to End Sessions
- Other