Archive personal clients to inactive status for practice

Your personal client rows keep active flags, so billing and coordinators contact or bill inactive people. Marking them inactive automatically stops outreach and billing errors before the next run.

Overview

Stale active flags in personal client records cause billing and outreach mistakes that waste staff time. This flow turns a table row into an inactive status in your practice system, removing inactive clients from billing and workflows within minutes so your billing run and outreach stay accurate.