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A case is a unit that tracks the activities and status of a client in the Guardianship program. There is a natural workflow of a case: application received, eligibility reviewed by DDC staff, assignment of a legal team and potential guardian, court determination, appointment of a guardian and case closure. A DDC case may remain active for years as a guardian works with a client. A client may only have one open case, but may have more than one case over time. This may occur if a client is initially determined to be ineligible, but then at a future date re-applies after a situational change.

During client registration DDC Coordinators can enter case details to create a new case. They can also edit this information later as needed.

From the Client’s Dashboard:

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  1. Click the Cases tab.