Active and Inactive Clients

By default, your client List displays only your active clients. Making a client inactive in TherapyNotes removes them from your list of active clients, allowing you to easily view and access the records of the clients you are currently working with.

Inactive clients are not deleted from your account. Overcomers will still have access to the client's records, including their past appointments and notes, contact and billing information, and previously uploaded files.

By keeping these records available, you may easily recall a client's chart when needed. Perhaps a client returns to treatment after a break, or you need to provide information related to a claim dispute or court case. This further allows you to maintain records in compliance with documentation standards without having cabinets overflowing with old charts or a cluttered list of clients in your TherapyNotes account.

Once a client has been made inactive, reactivating the client is as easy as scheduling their next appointment.

Making a Client Inactive

• New clients who do not have appointments become inactive after one month.
• Clients who have appointments have a longer window before becoming inactive.
• Clients are automatically made inactive once four months have passed since their last appointment, but they may also be made inactive by completing a Termination Note. Termination Note Expectations  Click this document to learn how to write a termination note even if you never saw the client.  

TherapyNotes automatically reminds you to follow up with or terminate a client who hasn't been seen over a designated period of time.

• Therapy ToDo reminders are shown 31 days since the client has come in.
• Psychiatry ToDo reminders are shown 90 days after the client has come in.

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