Exit the Client

When it is time to exit your client there are 3 steps:

1 – Go to a client's Case Record and put the client’s final day in the Exit Date field. 

2 – Change Program Status to Exit and choose an Exit Reason. Save your work.  

3 – Add a Program Exit Housing tracker to specify where the client is exiting

1. Hover over the Housing Tracker related list at the top of the page.
2. Click the New Housing Situation button.
3. Select “Program Exit” for the Housing Stage.
4. Add a Start Date
5. Select from the list Living Situation options to where the destination the client is exiting.
6. If you know the shelter or subsidy type, mark that in Facility or Subsidy Type
7. Click Save to finish.

*Your client’s Case Status will automatically change to Closed once an exit reason is entered and saved.

**Tips for accurately tracking living situation at exit**