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When someone stops receiving care, set their record status to Inactive. Their record stays in Elate with everything on it, but they leave your active list. Who can do this: anyone whose role includes Support recipients. By default that is Organisation Owners, Service Provider Admins, Care Managers, Care Coordinators, Team Leads and Finance Users. Your organisation can change this in Settings > Permissions. Your organisation may use different words for some things, such as “Service users” instead of “Support recipients”. Elate shows your organisation’s words everywhere, so follow what you see.

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Set someone to Inactive

1

Open their profile

Select Support recipients in the sidebar and select the person.
2

Find the status menu

At the right of the profile header, below their name and details, is a menu showing their current status, usually Active.
3

Choose Inactive

Select Inactive. Elate confirms with “Status set to inactive”.
You can also do this in Edit profile: set Status under Personal to Inactive and select Save profile.

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What changes

  • They move to the Inactive tab of the support recipients list.
  • They are no longer offered when you create a new visit or record a new incident.
  • They are no longer offered when you add people to a group.
  • Nothing is deleted. Their profile, notes, visits, documents and other records stay as they are.
Changing the status does not cancel any visits. If they still have visits on the schedule after they leave, cancel or delete those yourself: see Cancelling, restoring and deleting visits.

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Make someone active again

Open their profile from the Inactive tab and set the status menu back to Active (or Prospect).
On Elate Free, only 3 support recipients can be active at once, so you may need to make someone else inactive first. Plans and billing are managed in Elate on the web, under Billing in the profile menu.

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Common questions

Elate on the web has no delete for support recipients. Use Inactive, which keeps their care record.
Your role can view support recipients but not change them, so the header shows the status as a badge instead. Ask someone with Support recipients to change it.
Open the Inactive tab, or use Search in the sidebar, which finds people whatever their status. See Finding people.