Setting a client as active or not active

Discharging a Client

Discharging a client in ChartCaddy is a two step process, and the second step is setting the client as not active. The first step is adding a Discharge Summary chart item, which is optional. If a Discharge Summary is not added for the client then the client's Discharge Date on the Client Information screen should be updated manually. Once a client is set to not active they will not show up on the dashboard or in any other list, and to find them again you must explicitly look for them using the Client report.

Setting a client as not active

  1. Click the Clients main menu option on the left hand side of the screen.
  2. Type in the last name of the client into the last name field and either click search or hit enter on your keyboard.
  3. Double click on the name of the client you wish to deactivate. This will take you to the Client Information screen.
  4. In the top right corner there is a drop down field next to "Is Active:". Click in the field and select No.
  5. Optionally update the Discharge Date field.
  6. Click the Save button to save your changes.
  7. The client is now inactive and will no longer show up in regular search results or in your client list/dashboard.

Finding a client once they are no longer active

  1. Click the Clients main menu option on the left hand side of the screen.
  2. Either click the Clear button or manually clear out the Is Active search criteria field.
  3. Type in the last name of the client into the last name field and click the Search button.
  4. Double click on the name of the client you wish to set as active. This will take you to the Client Information screen.
  5. In the top right corner there is a drop down field next to "Is Active:". Click in the field and select Yes.
  6. Optionally update the Discharge Date field.
  7. Click the Save button to save your changes.
  8. The client is now active and will show up in regular search results or in your client list/dashboard.