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, that is, any case plans, placements, assessments, and so on.

• 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.)

Deactivate a case member as follows:

1. From the Home screen, click the Case tab.

2. Click the Workload tab. The Case Workload screen appears.

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

4. Click the View Case Information link in the Case Actions field. The Case Profile appears.

5. Click Members. The Case Members screen appears. It displays all currently active members.

6. Click the Edit link next to the case member who is no longer active in the case. The Member Details screen appears.

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 In the End Date field, enter the date the member was no longer active in this case.

8. Enter the reason for deactivating this case member in the Description field.

9. Click Save. You are returned to the Case Members screen.

10. Click Save. You are returned to the Case Overview screen.