The following frequently asked questions regarding Delete Consumer feature can be a useful reference when you have your own questions about the functionality.
How do I delete a client but keep him/her as a member of another client's household?
Within the Delete Consumer feature, check the Retain Record as Household Member check box on the Confirm Test Client Removal page before clicking DELETE. This will remove ALL program histories for the client, services received in those programs, etc. - but retain the client as a household member if he or she is assigned to a household within the agency/database.
How do I delete a former (discharged) client from the system?
If a client has been discharged from a program, the Delete Consumer feature cannot be used to delete the client's records for that program. Delete Consumer is only available for clients currently on the roster of the selected program.
If you have access to Program History Corrections, you can use that tool to reverse the discharge and then the client will become available for deletion in the Intake/Admission module's Delete Consumer feature.
If you do NOT have access to Program History Corrections, please contact the Help Desk for assistance. Be sure to let them know which client you need to have deleted, and from which program his or her records should be removed. If the client has more than one record for the program, please specify which program history it is that needs to be removed.
How do I delete an active client from the system?
Users with the "Delete Consumer" permission assigned using the System Setup module Permissions Maintenance feature see a Delete Consumer button on the Intake Records Search page. Prior to using the Delete Consumer feature, search for the client using Consumer Lookup on the AWARDS Opening Menu page to determine whether that client has records for a single program or for multiple programs.
When a client has a history in only ONE program, the Delete Consumer feature can be used to delete the records for that client from the system. For more information, see Deleting a Consumer.
If the client has a history in MULTIPLE programs, the Delete Consumer feature should NOT be used as it will remove the records for all programs the client is, or has been, in. Instead, please contact the Help Desk for assistance. Be sure to let them know which client you need to have deleted, and from which program his or her records should be removed.
How do I determine who deleted a client from the system?
When a client is deleted from the system, that activity is recorded in the audit trail which can later be used to determine who deleted the client and when.
How do I restore the records of a client accidentally deleted from the system?
Once a client's records have been deleted using the Delete Consumer feature, they CANNOT be restored. For this reason it is recommended that access to the Delete Consumer feature be limited to a select few users and that it be used with extreme caution.
Who can delete a client?
Users with the "Delete Consumer" permission, assigned using the System Setup module Permissions Maintenance feature, see a Delete Consumer button on the Intake Records Search page. The Delete Consumer button can be used to remove all of a selected client's records from the system, and should therefore be used with extreme caution.
Who is included in the consumer selection list within the Delete Consumer feature?
The consumer selection list contains all clients currently on the roster of the selected program. It will NOT include former clients of that program.
When working with an Outreach program, the consumer selection list only includes clients for whom a placement record has been entered. In the event that a client is not listed, a staff person on the "System Administrator" user group should use the Delete Contact option from within the outreach record instead. If no one is a member of the System Administrator user group, please send a request to the Help Desk to have the contact removed.
