Closing a Client

Closing a Client in Axiom

Keep in mind: Some elements may be slightly different depending on how your organization has set the Axiom environment up. Ex: Arrangement of Tab Sets, arrangement of categories within a page, or pages available to you based on roles and securities.

There are several reasons to close out a client in Axiom.

1. The client has ended services with your organization and their EOC (Episode of Care) needs to be closed out

2. The client has a duplicate enrollment in the system, and you need to close out the duplicate to ensure that staff are not documenting on two different charts for the client

Duplicate Enrollments will typically happen when a client is not being verified as previously enrolled by Front Desk or Registration Staff

The below process will walk you through how to close out a client in Axiom
 

 

If you do not have access to the Closure Page, then you most likely are missing the Specific Security Permissions to view this page. Please reach out to your Lead or Axiom Support to have those permssions granted for your account

Begin a Closure

1. On the Closure Page under the Enrollment History Section, click on the Action Dropdown and select Action

Entering the Required Information

2. Confirm Modal: Once edit is chosen, click on Confirm to confirm the edit 

3. Cancel: Click on Cancel to cancel the edit 

 

Axiom will do a lookup on the client and verify that the client has No Outstanding Notes in the System, the client has no outstanding appointments in the system and others. If you do you will receive a closure Failure Summary view, that will show you all elements needing correction before a closure can be processed

Closures can be future dated to allow for staff to finish competing notes in the system if needed. Leaving the client opened until the date selected