15. Entering Data: Exit Workflow

Client Exit

IMPORTANT STEP!  Select appropriate Enter Data As provider after first logging on!

Client Record

Entry/Exit

1. Enter Services that were provided since the last update
2. Enter Referrals that were given since the last update
3. From the Entry/Exit tab click the pencil to the left of the Exit Date 
4. Select all household members who are exiting.  
5. Confirm the Exit Date. The default date appearing will be whatever was selected during the Back Date Mode prompt. If not correct, type in the correct project exit date.
   1. Select Reason for Leaving
   2. Select Destination 
   3. Click Save & Continue

   6. Update assessment information for all household members.                                                                                                                                                                                                     7. Click Save & Exit once all assessments for all household members have been completed.