When a client has a status change that affects care, you can update their status to indicate that they are no longer active. This allows you to maintain a complete record while ensuring that these clients do not appear on your active client list.
Steps to Update Client Status
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Access Client Profile:
- Navigate to the client profile of the individual you wish to update.
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Edit Profile:
- Click on the "Edit Profile" option.
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Update Status:
- Select Edit Status
- Select Update
- Change the status to the desired status from the drop-down menu
- Enter Date Effective
- Select Edit Status
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Submit Changes:
- Ensure you select the Submit button to save the changes to update the client's status successfully.
If you are returning a client to an Active Status:
When returning a client to an active status, you may receive the following alert if the client had a recurring schedule upon discharge:
This alert allows you to easily add the previous schedule back by selecting the box in the Restore column.
If you do not wish to add a schedule, deselect the corresponding checked box.
Then select Restore. The schedules will automaticly populate with the same schedule and field staff as orginally assigned and changes to the status will be updated.
By updating the status of clients, you can effectively manage your client records without losing important historical data. This process keeps your active client list current while retaining the necessary information for future reference. If you have any further questions about managing client records, feel free to reach out for assistance.