Automatic Exits and Status Updates

Automatically expires a direct referral (i.e. a referral made directly to a program and not reassigned from the Community Queue) that has been “Pending”/”Pending In Process” without any client activity recorded in the system for a specified number of days.

Client activity includes the following: adding an assessment, adding or editing a contact in the Contact tab, adding a file, adding or editing a location in the Location tab, adding a client, enrolling a client, exiting a client, adding a status for a client, adding a service and/or attendance date, adding a referral, adding a note, adding an alert, adding a Coordinated Entry Event, editing a Coordinated Entry assessment and client check-ins.

Note: the system can auto-expire both public and private referrals.

Automatically expires a Community Queue referral when no client activity is recorded in the system for a specified number of days.

Client activity includes the following: adding an assessment, adding or editing a contact in the Contact tab, adding a file, adding or editing a location in the Location tab, adding a client, enrolling a client, *exiting a client, adding a status for a client, adding a service and/or attendance date, adding a referral, adding a note, adding an alert, adding a Coordinated Entry Event, editing a Coordinated Entry assessment and client check-ins.

Note: the system can auto-expire both public and private referrals.

*Both manual exits and auto-exits count as client activity and will keep a client active on a community queue (unless 'Automated removal from the Community Queue' is enabled for the community queue and the client is exited to a permanent destination).

Automatically records an exit from a program when none of the enrollment's household members have program-related activity during the specified number of days.

Program-related activity includes unit connections, services, Coordinated Entry Events/Results, or program-level assessments, including Annual, Status, CLS, and Custom/CE assessments, adding or editing a location on the Location tab, adding or editing a contact on the Contact tab, or editing a Coordinated Entry Assessment.

Automatically removes a referral from the Community Queue when:

• A Housing Move-In Date is recorded for the enrollment of a Head of Household for any permanent housing program.

OR

• A permanent housing Destination is recorded for any program exit screen.

• A Housing Move-In Date is recorded for the enrollment of a Head of Household for any permanent housing program.

OR

• A permanent housing Destination is recorded for any program exit screen.