The first Agency Status record is created for you when you add a consumer. Should a consumer go on a medical or other leave, or permanently leave your agency, an additional status record reflecting that status should be added.
Do not change the existing status record. You must always add a new status record to reflect the change.
Adding an Agency Status
(Agency Status is found on the consumer’s Personal Information page).
- Select the + in the Agency Status section
- Enter the date the status change became Active On.
- Enter an optional Note.
- Select the Status and a Reason for the status change. (To create a new Status or Status Reason value, click the green +)
- Select Save & Close
You can use the Consumer Intakes and Terminations Report to display and analyze Agency Status data.