Discharging/Inactivating a Consumer Record

My client moved away. How do I remove a Consumer from SETWorks?

Everyone, All Users

To mark a consumer as having moved or been discharged, simply edit the consumer record and mark the record as inactive. Records are never deleted in SETWorks. It is recommended you inactive consumers if you are no longer actively providing services to them.

Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Note that records are never deleted in SETWorks, only inactivated

Changing Consumer Status

Consumers can be made inactive via the Edit window within the consumer profile. 

Open the consumers profile.

Click Edit record in the top right of the Consumer Details tab to edit the profile.

From within the Primary Information tab, uncheck the active consumer checkbox within the Status section.

Once unchecked, an inactive reason dropdown box, as well as, an inactive date selection box will appear.

Enter the appropriate inactive reason and date.

    - A predefined list of reasons will display in the inactive reason dropdown. If the reason you need is not available, contact your local administrator to have the reason added.

        Settings > Provider Build > Utilities: Consumer Inactive Reason

Click Update to save the changes.

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