Editing a Client's Status

When a client is brought into the system, or when you add a new client, the default status is “pending.” You will need to edit this status to schedule visits for the client.  

1. 1. From the client's module, select the client by clicking in the blank space in the row of the client’s name to enter the client's profile (do not select the plus sign to open the profile).  

          

2. 2. Inside the client's profile, select the Program tab and choose the correct status from the drop-down menu. The status options in the system are Pending, Active, and Inactive. 

3. 3. After changing the status to Pending, the following items are required: selecting the Program from the drop-down menu, select the Effective Date, Created Date. Include any other information that may not be required to have as many change details recorded. Select SAVE. 

     

4. 4. If changing the status from Inactive, the following items are required: selecting the Program from the drop-down menu, the Effective Date, EOC Date, Created Date, and Reason for Change. Select SAVE. 

                     

5. 5. After changing the status to Active, the following items are required: Address Line 1, Address Type, Zip Code, City, State, and Main Phone Number. Most of this information will already be completed. Here is a chance to verify this information. The Active checkbox must also be selected. Select SAVE.