If you need to bring a closed-out patient back into workflow, change their status to holding. Then refresh the screen — the patient will appear in the Holding section, where all fields become editable.

If a patient wants to resume communication, change their status to holding. Then refresh the screen — the patient will appear in the Holding section, where all fields can be updated before reactivating them.

This section contains patients who require manual review before reactivation—such as prior opt-outs, cold leads, or incomplete information. Operators can edit all necessary fields here. Once the record is updated and ready to move forward, click Call Attempt – Successful to re-enter the patient into the active workflow.