How to Cancel ClientTrack

To cancel a ClientTrack product or service, you generally need to follow these steps, though specific procedures may vary based on your organization’s configuration:

1. Access the Client Record: Navigate to the Client Workspace and find the client whose service or enrollment you wish to cancel.
2. Locate the Enrollment or Service: Identify the specific enrollment or service you want to cancel. This is typically found in the client’s dashboard under program enrollments or services.
3. Initiate Cancellation: For enrollments, click on the blue play button beside the project enrollment and select "Exit the Enrollment" from the dropdown menu. Follow the prompted workflow to complete the necessary assessments and save your changes.
4. Confirm Cancellation: Ensure that all required fields are completed and that the cancellation is properly documented in case notes if necessary.
5. Review and Verify: Check that the cancellation has been successfully processed and is reflected in the client’s record.

For more detailed instructions specific to your organization’s setup, it’s recommended to consult your system administrator or refer to your organization’s ClientTrack user guide.