Votes
AR
18 days ago
👍
AR
Ali Ryder 🧑‍💼 Staff
over 2 years ago
In Progress

Deceased client procedure

Deceased clients can do all sorts of things that they shouldn't, like:

  • be booked in, or remain booked in, to shelter

  • have open case files

  • have open housing placements or housing loss prevention records

  • have open subsidies

  • really, have open anythings

My suggestion is when you make a client Deceased, have a little procedure that occurs, with a popup for the user that says "the following records will be closed:" and then list everything that's open for the client and close them all. When there is a reason required, like reason for discharge, then the reason should automatically be deceased. Then have an "okay to proceed" button.

🚦Activity Status 👤Clients 🔼Improvement
Comments
AR
Ali Ryder 🧑‍💼 Staff

As of 4.0.60.5.1, marking a client as Deceased also expires their Consent record.