End-Date a Recipient Program

You can end-date a Recipient’s program by going to Recipient>Recipient Management and selecting the Recipient program you need to end. Once on the Recipient’s profile you will need to end-date the services and authorization records. Next you can discharge the Recipient’s program.

Refer to each dropdown below to view the specific sections needed:

  1. End-dating a Service

  2. End-dating an Authorization

  3. Discharging a Recipient Program

All steps start with the following two actions:

  1. Access the Recipient record by navigating to Recipient > Recipient Management and selecting the Recipient record you need to end-date.

    Recipients

  2. Navigate to the Program tab of the Recipient’s profile.

    Edit Recipient

To end-date a service:

  1. Scroll down to the Service Details section of the Recipient's profile and select the edit icon to open the service record.

    Service Details

  2. Next, in the End Date field, enter the date services should no longer be rendered and select the Save button.

    Service Details

To end-date an authorization:

  1. Scroll down the Authorization Details section and select the pencil edit icon on the authorization.

    Authorization Details

  2. In the End Date field, enter the date services should no longer be rendered/authorized for this Recipient and select the Save button.

    Authorization Details

To discharge a recipient program:

  1. Select the status dropdown and select Discharged from the list.

    Active

  2. In the EOC Date field, enter the date this Recipient should no longer receive services for this program and select a reason for your change then select the Save button.

    Program Details

    To Add a New Recipient Program in EVV, please review the Add a New Recipient Program to EVV topic.