How do I set up the Account Status Wizard

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Go into your Configuration Reference Library (System > Settings & Security > Configuration) and search on either Status or Wizard...and look for the Account Status Wizard.

The Account Status Wizard can be configured to open up any time the status of an account is changed.

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Because is it user configurable, you can determine what you want to display in the wizard... for instance, if a staff member was active but is now deceased, you will probably want that person's tasks re-assigned or cancelled, their equipment re-assigned, etc. If a client becomes inactive, you might want their Care Plan turned off, the program status changed to Completed / Closed, their assigned equipment or asset re-assigned, or some other activity to take place, etc.

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You can configure what you want to happen (from the list of options) for each of the account types in the Account Status Wizard Configuration in the Configuration Reference Libraries.

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Please be aware that if you do not set this up, when you change the status, the wizard will not open and all that will happen is a status change.