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, the 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 Case Information later as needed, or add a new Case from the Client Dashboard.
From the Client’s Dashboard:
Click the Cases tab.
Active Cases will display with an orange border. Closed cases with a green border.
Hover over the icon below to view case details.
Click Delete or Edit for an Active Case, or Edit for a Closed Case.
Click any of the fields and enter/edit the information.
Click Save.
Note: A Closed case can be re-activated by changing the status if there are no Active cases for the client.