To exit a client from a program, go to the Programs tab from the client’s record, hover over the program enrollment, and click the Edit icon that appears to the left.
Once you are in the program edit screen, click the Exit button to the right.
If the client is scheduled for services that will occur after the program exit date, then these services will appear at the bottom of the Exit Program screen where you can close them.
Note: this functionality is only available if Close Services upon Exit has been enabled by an administrator for the program.
Complete the program exit screen and, if appropriate, close any open services, then click Save and Close.
Note: if a client has no program service activity for a prescribed period of time, the client will be automatically exited if Auto Exit Due to Inactivity is enabled for the program.
Exiting a Household
When exiting a household, the option to exit several household members will appear. Toggle the switch next to the member(s) you wish to exit. You can select all clients to be exited from the enrollment, or a smaller subset. Once you click the End Program button the clients you selected will display exit screens in sequence for each household member.
Complete the exit screen and click Save & Next at the bottom of the screen to move to the next client's exit screen record. When all are completed, the button will read Save & Exit.
Program Auto-Exit Functionality
If auto-exit has been enabled for a program, a client will be automatically exited from a program when certain criteria is met. For more information about the auto-exit feature, see Program Setup: Auto Exit.