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Contact Status

When creating a new contact, we have the option to enter status as "lead" or "active".  But once created, can we change the status? Is it a default change only when there is activity in the account? 

  • Guest
  • Oct 29 2019
  • Oct 29, 2019

    Admin response

    Right now the status of a contact is calculated by the system each Sunday night. Here are the options:

    • Lead: This is the initial default status. Any contact created that has never referred a patient has the status of "Lead"

    • Active: The contact has sent at least one referral in the past 90 days

    • Inactive: The contact has sent at least one referral, but there have been no referrals in the past 90 days

    Accounts have an additional status option:

    • Not Engaged: You can mark an account as "Not Engaged" meaning you are going to stop working with the account.

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