Close Statuses

heads up ! keeper docs is now deprecated, and this page is not maintained please visit https //help keeper app/en/ at for the latest docs and guides close statuses are a way to add a status to each client's close these can help you keep a high level understanding of where each close is and who should be responsible for it for example, you can use close statuses as part of your handoff – so qc managers can keep a filtered list of which closes are ready for manager review customizing close statuses you can customize your close statuses from your practice settings in the practice and statements > tasks section close status notifications you can also set up custom email notifications when closes statuses change in your close status settings if you assign a person or role here, they will be notified whenever a close changes to that status for example, in the screenshot below, moving the close to "ready for manager review" will notify the reviewer for that close see also docid 5tvie9ewfdb6lydv8bx6r