Reopen a case

When a client returns to your service after having already wrapped up a case, you have to decide whether you should begin a new case or reopen the previous case.

A good rule of thumb is to create a new case if:

• The client’s situation is significantly different from when the last case was closed, or
• A significant period of time has passed since the closing of the last case (eg more than six months).

How to reopen a case

1 - Navigate to the client record you wish to reopen a case for.

2 - Click on the View case details button.

3 - Click on the Reopen case button.

4 - Client Voices is a sensible chap and will present a message asking if you are sure you want to reopen the case. If you're sure, click on the Reopen button.

The case has now been reopened.