[EXIT-101] Potential Exits

Report Purpose & Summary

This is a program-based report that list clients who are active in the program but have not received services, case notes, unit connections, or CE events or program-connected assessments since the selected cutoff date.

Running the Report

Report Location

This report is found in the Program Based section of the Report Library.

Who Can Run the Report

Anyone can run the report but the returned information will be limited based on the access rights of the user.

Parameters

The following parameters are available to obtain targeted details in the [EXIT-101] Potential Exits:

Program(s)	Select one or more programs to run the report against. Selecting All will generate data for all programs in the dropdown menu.
Cutoff Date	Last Activity is prior to this date
Report Output Format	Web Page PDF Excel

Report Universe

To be included in the report results, the project stay must meet the following conditions:

Enrollment in [Selected Programs] AND
[Program Status] = Active AND
[Enrollment Start Date] <= [Current Date] AND
([Exit Date] > [Current Date] OR [Exit Date] is Null) AND
User running the report has access to the programs/enrollments selected AND
(None of the following has been recorded for the enrollment:
- Program-Level Assessments (Annual, Status, and Current Living Situation)
- Program-Level Case Notes
- Program-Level CE Events/Results
- Program-Level Services
- Program-Level Unit Connections

OR
[Last Activity] < [Cutoff Date] where [Last Activity] is the most recent date from the following:
- Program-Level Assessments (Annual, Status, and Current Living Situation)
- Program-Level Case Notes
- Program-Level CE Events/Results
- Program-Level Services
- Program-Level Unit Connections

Please note: Only activity CONNECTED to a particular enrollment, regardless of which agency added the activity are considered. In other words, an activity recorded by a user from another agency acting on behalf of the enrolling agency will be considered in the [Last Activity] calculation.

Report Details

The report generates the following data elements:

Unique ID
Client Name
SSN - last four digits only
Project Name
Most Recent Update/Service/ Case Note/Current Living Situation/Assessment
Date of Most Recent Update/Service/Case Note/Current Living Situation/Assessment Date
Assigned Staff
Enroll Type
- Individual
- Family

Note: Clients that have blank Activity Columns have had no qualifying activities connected to the listed program before the cut-off date or have qualifying activities after the cut-off date.

Total Unique Clients and Total Number of Clients Programs

This lists the total number of unique clients listed in the report as well as the total number of program enrollments (essentially, an unduplicated count of clients).

Projects Included in Datasets

This section displays Projects/Programs that were selected in the Parameter Options when running the report. Some projects listed may not have Potential Exits.

Updated: 06/14/2023