The following walks through how to exit household members early from existing enrollments.
- Navigate to Exiting Client's Enrollment
- Create a Project Exit
- Make sure only exiting clients are included
- Document Exit Data
- Exited vs Remaining Clients
Step 1: Navigate to Exiting Client's Enrollment
Navigate to the exiting client's record through the Clients module and locate the enrollment in the Entry/Exit Tab.
Step 2: Create a Project Exit
In the same row as the relevant enrollment, click the edit pencil icon in the Exit Date column to create a project exit.
Step 3: Make sure only exiting clients are included
At the top of the next window is where Household members are selected to included in this exit.
Uncheck members that will continue to receive services from the project.
Step 4: Document Exit Data
Update the exit date, if necessary, and document the relevant Destination. After saving, enter assessment updates as necessary.
Step 5: Exited vs Remaining Clients
The exited client's enrollment should then have an exit date:
Remaining household members' enrollment should continue to be open: