Close a Carer Household

The Carer Household record holds all the relevant information from Enquiry through to Authorisation, and the ongoing activity associated with managing an Active Carer Household.

If a Carer Household is rejected during assessment or no longer able to accept placements then the Status should be set to Exited.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

 

Step 2.  Select Carer Households from the top menu

 

Step 3. Select the required household

Carer Household Record

 

Step 4. Click Edit

 

Step 5. Click the Status drop-down and select exited

Select exited status

 

An additional Client Exit sub-panel is displayed

Household Exit

 

Step 6. Complete the remaining fields of the Client Exit panel and click the Save button at the end of the sub-panel.

Exit information completed

 

The Carer Household has now been closed.

Household Record exited

 

 

Further Information

For further information, please refer to the following articles:

 

Updated on May 18, 2022

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