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.


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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