To support consistent and effective use of Plannr, the following best practice article will outline what should be completed in Plannr for Deceased Clients.
Update Client Record
Go into the Client Record > Actions > Update Basic Details.
On the Personal Details tab, set Is this person deceased to Yes. The system will then ask you to input the Deceased at date too.
On the Contact & Preferences tab, update all preferences to No
On the Service tab, change the Client Status to DECEASED - Client statuses may differ depending on what you have in your site.
Ensure you click Save, once all changes have been made.
The Client record will then update with the Deceased details.
If you need to update any plans within the system, we recommend following the Closing a Plan guidance [INSERT LINK].
Removing Portal Access
If you're using the Plannr portal with Clients, you'll need to remove their access
Go into the relevant Client Record
Click Access (left-hand menu)
Click the bin icon to remove their access (note - you will need delete permissions)
Deceased Automation
Improve your process further by letting the system do the heavy lifting for you - all you need to do is set up a Deceased Process Automation.
For full guidance on how to set up an Automation - see this article.
These are the Blueprint Conditions we recommend:
This means when a Client is marked as deceased, the automation will commence.
Here are a couple of ideas of what you could update automatically:
Client statuses may differ depending on what you have in your site.
Tags may differ depending on what you have in your site.