Exiting a Client

When exiting a client from the program enrollment:

1. Navigate to the client's file and Click the Programs tab to select the program enrollment you are exiting the client from.



2. Within the program enrollment, use the arrow to navigate to the Exit tab.

3. Click on the Exit tab, and then click the Add button to add the Exit Date and update Exit Assessment.



 4. The exit window will appear. Be sure to select all additional household members who will be exiting. Their exit screens will populate below in the workflow as they are selected.  Click Next to complete the exit screens.



5. Follow the workflow to complete the exit screens for all household members.

6. Be sure to select Save & Next as you complete the exit screens for each household member. 

7. Once all steps are finished, don't forget to click the COMPLETE button!



Additional Program Types

Program types such as Night-by-Night Emergency Shelter, Coordinated Entry, Street Outreach, RHY, Veterans programing, DEHCR Case Management, etc., have program specific workflows that may have steps or processes in addition to those outlined above.  

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