Overview
There are two program Auto Exit options: Auto Exit Due to Inactivity and Auto Exit When Housed. When either of these are enabled for a program, the system will automatically record a program exit for an enrollment when specific criteria is met.
Auto Exit Due to Inactivity
When Auto Exit Due to Inactivity is enabled for a program, the system will automatically record a program exit for an enrollment when no services or assessments (Status, Annual, Current Living Situation, or Program-level) are recorded in the client record for a specific period of time.
All fields in the exit screen will be populated with a response of "Data Not Collected," with the exception of Exit Date. The default value for Exit Date depends on the Program Type:
- For programs with a residential Program Type, the Exit Date will be set to one day after the last day of service or assessment
- For programs with a non-residential Program Type, the Exit Date will be set to the date of the last day a service or assessment
Administrators can modify all other default values in Exit Screen Fields.
To enable Auto Exit Due to Inactivity:
- Navigate to the Modify Program page.
- Toggle on Auto Exit Due to Inactivity.
- Select how many days without activity are allowed before the client is automatically exited from the program (figure 1).
- Click Save Changes.
figure 1
Exit Screen Fields
Administrators may define the default values that populate a program's exit screen fields when a client is auto exited due to inactivity. These values are defined in the Auto Exit Due to Inactivity section of the Modify Program page (this only displays when Auto Exit Due to Inactivity is toggled on).
To add default values for a program's exit screen fields:
- Click Add Field.
- Select the field. Only fields in the program's exit screen are available for selection.
- Select the default value.
figure 2
Auto Exit When Housed
The Auto Exit When Housed option is only available for programs with a Type of "Coordinated Entry". When this option is enabled, an exit will automatically be recorded for a program enrollment when either:
-
A staff member saves a value for the field Housing Move-In Date in an enrollment screen for any program enrollment with a permanent housing Program Type in the client record
-
A staff member saves a “housed" exit destination for any program enrollment exit screen in the client record
A pop-up will display for staff members when they attempt to save a value that will trigger an auto exit due to the client being housed (figure 3).
figure 3
The following exit screen fields will be automatically populated as follows when a client is auto exited when housed:
- Exit Date: populated with either the date recorded for Housing Move-in Date (if auto exited due to a Housing Move-in Date value being recorded) or the program Exit Date of the triggering exit
- Destination:
- When a "housed" exit destination triggers the exit, Destination populates with the value saved for the Destination field in the exit screen of the triggering exit
- When the triggering event is a Housing Move-in Date saved for a program with a Program Type of “PH - Permanent Supportive Housing (disability required for entry)”, “PH – Housing Only”, or “PH – Housing with Services (no disability required for entry)”, Destination populates with the value "Permanent housing (other than RRH) for formerly homeless persons"
- When the triggering event is a Housing Move-in Date saved for a program with a Program Type of “PH - Rapid Re-Housing”, Destination populates with the value "Rental by client, with RRH or equivalent subsidy"
All other fields in the exit screen will be populate with the value "Data Not Collected.”
To enable Auto Exit When Housed:
- Navigate to the Modify Program page.
- Toggle on Auto Exit Due When Housed.
- Click Save Changes.
figure 4