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Statuses have been designed in four main categories: Potential, Assessed, Active and Inactive. The special categories Archived and Deceased are also provided. A client An employer or caregiver participant will begin their relationship with your company with a category status of Potential, then progress through Assessed to Active. Recording , If they are added via the Online Application forms. Recording this progression ensures data integrity. It also allows you to fully utilize the status information in the Reporting Module, where there are several ways to use this data.
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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