Eziplan allows staff with company admin access to deactivate clients from the system when they no longer wish to receive services or move to another facility.
To deactivate a client, go to the Client List and choose the specific client. Once in the Client's profile, select 'Edit Settings'
Once in the settings page, scroll all the way down to the bottom, choose 'Yes' and click 'Update Client Settings'
Please take note that once a profile is deactivated, all data will NOT be lost. It will still be in the system and admin may update it if and when the client rejoins the facility. To activate an old client's profile, go to Clients and then Client List. Click 'View Deleted Participants' at the top bar.
You will then see a list of all the clients deleted in your system. Choose that specific client that you want to activate again and click 'Edit Settings'.
Scroll all the way to the bottom and choose 'No' then click Update Client Settings. It will now appear again on your current Client list.
