Cases

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, and they can edit this Case Information later as needed, or add a new Case from the Client Dashboard.

Open

From the Client’s Dashboard:

1. Click the Cases tab.

2. Active Cases will display with an orange border. Closed cases with a green border.

Open

1. Hover over the icon below to view case details.

1. Click Delete or Edit for an Active Case, or Edit for a Closed Case.

2. Click any of the fields and enter/edit the information.

3. Click Save.

Note: A Closed case can be re-activated by changing the status if there are no Active cases for the client.