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Make a person Inactive when they no longer have a relationship to your company (for example, a Client will an Employer no longer receive servicesemploys, or a Caregiver quits or is terminatedParticipant who no longer receives services).
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| It is highly recommended that as a best practice, you never edit or delete an existing status of a person or organization unless it was entered in error. Add a new status when the relationship changes with your office in order to maintain a clear history of progression and ensure data integrity of your records. Always add a new status when possible, unless directed by support staff in specific scenarios. |
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| Changing a client an employer or caregiverparticipant's status may have a significant effect on scheduling, since a client an employer or caregiver participant may only be placed in a schedule if their current status is Active as of the date of the schedule. Making a Client an employer or Caregiver participant Inactive may remove them from existing schedules. |
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- Enter/choose the desired status and effective date and time.
- Click Save.
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