Open Case file
Click EDIT CASE link at the top of the client's Case
Select “Deceased” check-box and save (see screenshot here)
Here is a quick video overview of the process (~1 min): https://simon.d.pr/kxCxpG
How do I mark a client as Deceased?
A client's case file can be marked to show that the person has died.
Written by Joey Yarber
Updated over 2 years ago