Active Clients are Seniors you are serving or are planning to serve in the close future and require your attention either from a Care Coordination, Care delivery, or Marketing perspective.
You can use SeniorGrowth to conduct an evaluation of Active Clients' Quality of Life. Out of the 12 different Client Statuses a Senior might have (see article, What does Client Status mean?), only 4 of them are considered Active:
- Client - Active
- Client - To be activated
- Target - Lead
- Target - Opportunity