Client Profiles should be deactivated when a client exits services. To deactivate a client profile:
- Sign in to your Personal Profile
- Click "Clients" on the sidebar
- Search for the client by typing the name in the "Type Client Name" filter box and clicking "Search"
- Click anywhere on the client row to open Client Details Page
- Click "Actions"
- Click "Edit Client"
- On the "Basic Demographics" tab, change Status to "Inactive" and click "Save."
- Click "Yes" on the confirmation window. A green alert message will appear that says "Updated Successfully!"
- Click the "Client Information" tab. Change Client Status to appropriate status (Deceased, Inactive, or Discharged). Enter Discharge Date.
- Click "Save"
- Click "Yes" on the confirmation window. A green alert message will appear that says "Updated Successfully!"
The same process can be utilized to make any other needed changes to a Client Profile without deactivating it.
*If changing the address on the Client Profile, be sure to click “Search Location” to generate the GNIS Code.
NOTE: This task requires Supervisor Role or Client Admin Permission.
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