Exit or Deceased
To mark a participant profile as Exit or Deceased
1. Select CRM >
Clients from the menu to display a list of all client profile
records.
2. Click in the Search field
and type the client’s “name”, “email” or “NDIS number” then click Search.
3. Click any one of the fields to
open the client profile.
4. Click Edit on the
client profile page.
5. Once the Edit Profile page
displays, scroll down until you see the “Exit / Decease Date” field and enter
the date the participant exited or became deceased.
6. Scroll to the top of the page
to select Save.
Related Articles
Reason for Exit Setting
Use the following steps to manage your Reason for Exit fields. The new Reason for Exit fields for selection will be available on the Edit Client Profile screen. Create a Reason for Exit 1. Click on Settings (Top right section of your screen when you ...Powerview Client Profile Report - Notes
Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview Client Profile Report - Notes. Report Name Reporting Fields New Reporting Filters Client Profile Report - Notes Client Full Name NDIS ...Powerview Client Profile Report
Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview Client Profile Report. Report Name New Reporting Fields New Reporting Filters Client Profile Report Client Full Name Aboriginal or ...Powerview Client Profile Report - Relationships
Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview Client Profile Report - Relationships. Report Name Reporting Fields New Reporting Filters Client Profile Report - Relationships ...Careview Release 15 - 26 August 2019
Summary CRM New fields added to Client Profile: Plan Management Current Rate Exit / Deceased Date Agreement Signed Date Additional Emails. Temporarily removed Client Profile Deletion option. Plan Management: NF2F Claim Type added to Invoice Creation. ...