Deactivate a case member

A case member is deactivated when, for example, he or she moves out of the home or is no longer a member of a case. Deactivation allows the system to maintain histories of all members were ever added to a case.

You cannot deactivate:

• A case member who is currently active in any case work item, such as case plan or assessment.

• A case reference person. See Review or add case members for help on changing this person.

• The primary or secondary caretaker. See Identify caretakers and the case references for help on changing the caretakers.

Follow these steps to deactivate a case member:

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Click the case ID number link for the case you want to update. The Case Overview screen appears.

3. Click the View Case Information link in the Case Actions area. The Case Profile appears.

4. Click the Members tab. The Member List screen appears.

5. Click the select link next to the case member who is no longer active in the case. The Case Member Details screen appears.

6. In the End Date field, enter the date the member was no longer active in this case.

7. Enter the reason for deactivating this case member in the Reason for Deactivation field.

8. If necessary, enter other comments in the Additional Details for Deactivation field.

9. Click OK. You are returned to the Member List screen.

10. Click Save.