How to Delete a Client Record

a CONFIRMATION window will appear

CLICK "YES"

The related entities of the client will NOT show in any screen or any export or be counted toward any statistics or reports in the system.

• client appointments
• client contacts
• client diagnosis
• client funder
• authorizations
• staff assignment
• scheduling setup
• file cabinet
• Client Programs
• Behavior Plans
• Assessment
• Data Entry
• Reports in the Reporting Dashboard.

This action can be "undone", but we recommend using the delete function only when absolutely necessary.

2.Delete RECORD from Client Profile

a.Select Client Record

then

b.Click "Demographics" section

then

c.Click on the DELETE button.

d. Click YES in the confirmation window.

After Successful Deletion, the system will take you back to the Client List.

3. Locate Previously Deleted Clients

Select the Deleted Status to pull any client that has been deleted.

5. Delete Permission

Users must be granted this permission via your company account>roles sections.

• The delete button in either client profile or client list will be rendered only for those users having this permission
• The permission will be assigned to role 4 by default.
• Users having this permission will be able to delete from client profile and from client list
• User having this permission will be the only ones able to see deleted clients to undelete them 

The system will not check against any deleted client to check if the record being entered is a duplicate.