Person Clearance Overview

There are several ways to add a person to the system: as a Master Case Person, involved in an Intake, associated with an Organization, set up as a payee for another's program case, CHARTS referral, etc. Regardless of why a person is added, a key design element of N-FOCUS is that one person should be entered into the system on time only to protect the advantages of a shared database approach.

Therefore, when adding a new person or changing key demographic data on an existing person, the system will go through the clearance process if there is a possibility that the person already exists on the system. The Person Clearance List window will appear whenever the system finds persons who potentially match the demographic data added for the new/changed person.