Best Practice for Ending Association
- If you are no longer involved with the client, end your association.
- If you were the only person or the last person associated, you should either discharge the referral or associate another staff member.
1. Scroll down to the Other Provider Association - View section.
2. Check the Display Other Provider Association? tickbox.
3. Complete the End Date an Other Provider Association information.
- Association ID: Enter the Association ID for the Team Member whose association will end.
- End Date: The date the association will end
- The End Association tick box will automatically be checked
4. Save the Allocation/Association form.
Note: Associations are automatically end dated if all referrals owned by the associated team are discharged.