How to deactivate a client

This guide provides step-by-step instructions on how to deactivate a client. It explains how to remove the client's association with therapists, check for pending visits, and deactivate the client. Following this guide will help someone efficiently and effectively deactivate a client in their system.

1. Remove client-therapist association

1. First make sure to remove the association between the client and the assigned therapists. If the client has any assigned therapist, please remove the association from the therapist profile as follows:

• Go to the therapist profile.
• Go to the "Clients" tab.
• Select the client to deactivate.

2. Remove the client from the therapist's profile.

2. Make sure there are no pending visits

3. You must verify there are no pending visits with the client. You can use this custom report to find not completed visits within a period of time:

4. Just select a date range and display the report.

3. Deactivate the client

5. Finally access the "Client" section and once the client is selected, you can deactivate it as shown in the following image: