How to End-Date a Recipient Program

You can end-date a Recipient’s program by navigating to Recipient>Recipient Management and selecting the Recipient program you need to end. Once on the Recipient’s profile you will need to end-date the services and authorization records. Next you can discharge the Recipient’s program. 

Refer to the quick links below to navigate to the specific sections needed:

1. End-dating a Service
2. End-dating an Authorization
3. Discharging a Recipient Program

All steps start with the following 2 actions:

1. Access the Recipient record by navigating to Recipient>Recipient Management and selecting the Recipient record you need to end-date.  
    
    
    
2. Navigate to the Program tab of the Recipient’s profile. 
    

End-dating a Service

1. Scroll down to the Service Details section and select the pencil edit icon to open the service record. 
    
    
2.  In the End Date field, enter the date services should no longer be rendered and select save. 
   

End-dating an Authorization

1. Scroll down the Authorization Details section and select the pencil edit icon on the authorization.  
    
    
2.  In the End Date field, enter the date services should no longer be rendered/authorized for this Recipient and select save. 
    
    

Discharging a Recipient Program 

1. In the upper right-hand corner select the status dropdown and select “discharged” from the list 
    
    
    
2.  In theEOC date field, enter the date  this Recipient should no longer receive services for this program and select a reason for your change then select save. 
    
    
    

To Add a New Recipient Program in EVV please review the Desk Aid: How to Add a New Recipient Program to EVV