HOW DO I DELETE A CLIENT?

You cannot delete a client; however, you can edit the Client ID number to indicate that it is a bad record. First, edit the Client ID number by clicking the Edit button adjacent to where the Client ID # is displayed in the lower left corner. Then, edit the Client ID # to something to indicate it is an obsolete record, e.g. BAD ID 1. Then, you must make sure that no service contacts are entered for this record. If such records exist, you can go to the Direct Services page and delete them. Then, this obsolete record will not show up on standard or management reports as a client who was served, so it will not affect your numbers.

If you want to rid the obsolete record completely, you can overwrite this bad record with a new client’s information. When the next new client comes in, do the following instead of adding a new Adult as usual: 1) View the bad client record; 2) Edit the Client ID # to reflect the new clients ID #; and 3) Proceed to overwrite EVERY field with the new client’s information. Remember to also update any data entered in the Medical/Criminal Justice, Offenders and in the Services Section.