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Patient Status Quick Reference

Updated: August 2026

Table of contents
  1. Overview
  2. Initial Setup Checklist
  3. Signing In
  4. Dashboard
  5. Patients
  6. Appointments
  7. Session Notes
  8. Messaging
  9. Invoices & Receipts
  10. Store: Gift Vouchers & Treatment Series
  11. Expenses
  12. Documents
  13. Tasks
  14. Analytics
  15. Leave & Closures
  16. Blocked Time
  17. Notifications
  18. Settings
  19. Message Templates
  20. Patient Portal
  21. Mobile Apps
  22. Things to Set Up Before Going Live
  23. Patient Status Quick Reference
  24. Common Questions
New patient added manually  →  ACTIVE
Patient self-registers       →  PENDING  →  (you approve)  →  ACTIVE
Treatment paused             →  INACTIVE
Treatment ended              →  DISCHARGED
No longer needed in system   →  ARCHIVED  (irreversible)
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Patient Status Quick Reference · Healix