Withdraw an Application

 

TO WITHDRAW AN APPLICATION CASE

    1. Navigate to the Application Case > Home sub-tab > Programs section<
    2. Click List Actions… menu
    3. Select Withdraw
    4. Complete all required fields::
      1. Date > Enter the current date
      2. Requested By > Click Drop-down menu > Select the participant requesting the withdrawal
      3. Withdrawal Method > Click Drop-down menu > Select Phone regardless of how it came in
      4. Other Withdrawal Reason Details > Freeform type ‘Applying Change to Integrated Case (IC) or Application case (AC) reference’
      5. Comments > Make appropriate comments
    5. Click Save Save Button
    6. The Application Case > Home sub-tab > Programs section status should now show as Withdrawn
    7. Make a comment on the HoH Person Page > Client Contact sub-tab> Notes folder click the Notes… Wizard and add a note describing the action taken. See Notes/Comments for more information on notes in MEDES.