SOP-2301 How to Reactivate a Client in Old Clear Connection

Jessica Gremley

Jun 03, 2021

How to Reactivate a Client in Old Clear Connection

Standard Operating Procedure

How to reactivate a client in clear connection.

A client can be reactivated whether they originally declined the treatment plan but later reached out wanting to start the program, or if a client quit the program and wanted to start again, or if a maintenance client starts breaking out again and needs to re-join the program.

Navigate and log into the coach that the client had in old Clear Connection
Search the client’s name under the ‘Maintenance Client Section’ of the coach dash to view any information about the client
Get client moved into new clear connection
Ask the Program Manager to add the client into the new cc
1. Include the full name and email address of the client.
2. Add the week the client will start or if the client needs to fill out a new HQ