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Titanium includes a feature to create a work flow for terminating and/or deactivating clients. This feature does not delete clients. It creates a combination of task list reminders and prompts to change client status from active to inactive, remove active user assignment to clients, and create notes to document actions taken. By default, this feature is not active. If you want to use the termination feature:
1. From the calendar screen, click Settings > System Settings.
2. Click the Clients tab.
3. Click the Activate Termination Features check box.
4. Click the Termination Settings button.
5. Select desired termination reminder settings.
| o | Click to create termination task list reminders based on time since last appointment, and enter number of days |
| o | Click to allow some users to override the task list setting, and enter the maximum number of days of override. |
| o | Click to create prompt to deactivate client when terminating user active assignment to client. |
| o | Click the Required Data Forms button, check data forms required for termination notes, and click Ok. |
| o | Choose when a termination note is required. |
| ▪ | If a termination note will be required based on the number of attended appointments, click the Applicable Appointment Codes button to choose the applicable codes. |
| ▪ | Check all appointment codes in the list for which a termination note is required. Click Ok. |
| o | Choose when a termination note is not required, but users will be prompted to create one, using the radio buttons and appointment codes check boxes. |
6. Select desired deactivation reminder settings.
| o | Click the check boxes to choose when deactivation tasks will be created for the center, and enter number of days or appointments in numbers. |
| o | If desired, check the box to prevent deactivation reminders for clients on the waitlist. |
| o | Click the check box to prompt users who are deactivating clients to restrict access to the client's file. (Note: In cases of client death, litigation or other extreme circumstances, centers may choose to change the Client Access Level on the Client Security tab from standard to Entire Case File to ensure that only users assigned to the client and system administrators can view the client's file.) |
| o | Click to prompt users to create a note explaining why the client has been deactivated when client status is changed. |
| o | Click the Required Data Forms button, check data forms required for deactivation notes, and click Ok. |
7. Click bulk terminate/deactivate button. (Note: If your center has not been deactivating and terminating user assignment to clients, this will allow you to deactivate and terminate clients from the entire Titanium database instead of forcing users to work with clients one at a time. It is recommended that centers use this feature while setting up the termination feature.)
| o | Click the check boxes to choose one or more criteria for client assignments to users to be terminated. If required, enter the cut off date for last client appointment. |
| o | Click the Bulk Terminate Now button. Click Yes on the confirmation screen. |
| o | Click the check boxes to choose one or more criteria for clients to be deactivated. If required, enter the cut off date for the last client appointment. |
| o | Click the Bulk Deactivate Now button. Click Yes on the confirmation screen. |
8. Click Close.
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