This article will discuss how to update the Case Status of cases.
To update the Case Status of a case, begin by clicking on the status of the case.
On the next screen you will see the Case Status History listview, as well as the Change Current Case Status section.
The Case Status History listview can be used to review the past case statuses of the case. The current Case Status of a case is always the status that is most recent in the Case Status History listview.
To change the Current Case Status of the case, select the desired Case Status option, enter any notes, if appropriate, and click Continue.
The Case Status of the case will now be updated accordingly.
Whenever an update to the status of a case occurs, a Case Note is automatically appended to the case, detailing what the change was, who performed the change, and when.
New User Training Series
- New User Training - Start Here
- Logging In
- Requesting a Password Reset
- Submitting a Support Request
- Using the Help Widget
- Cases Page
- Listviews
- Conflict Check
- Entering Intakes
- Case Profile Page
- In-Line Case Add / Quick Add
- Elaborate and Simple Services
- Scheduling Services
- Conducting Services
- Editing Services
- Editing Service Appointments
- Quick Batch Simple Service
- Standard Batch Simple Service
- Adding Case Notes
- Editing and Deleting Notes
- Adding Service Notes
- Managing Documents
- Adding Subfolders and Organizing Documents
- Changing Intake Types