Troubleshooting

What should I do if I entered the wrong action or status?

It depends on what was wrong: the starting status, a later event, a logged action or a follow-up date.

Starting status or barrier set wrongly at import: correct it in Import Review.

A later contact or change to the treatment, such as it being Booked: record it with Log Action.

A mistake in a logged action: some fields can be edited from History, where Edit Action is available.

The wrong follow-up date: use Change date to reschedule it.