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How Do I Exit a Client from a Program? (New Interface)
This article describes how to exit a client or a household from a program enrollment in Clarity Human Services.
This article is for the new Clarity interface. For the current interface article, please click this link. Screenshots and description will be updated as features are released.
To exit a client from a program, click on the Programs tab on the left sidebar of the client's record, click on the program enrollment, and click the Exit tab within the enrollment.
From within the Exit tab, click the Add icon. Complete the exit screen and then click Save & Next. Click Complete to finish the task.
Note: If the Head of Household (HoH) leaves the project while other household members remain, you must designate another household member currently participating in the project as the new HoH (retroactively to the beginning of the household's enrollment).
Note: if a client has no program service activity for a prescribed time period, the client will automatically be exited if Auto Exit Due to Inactivity is enabled for the program.
Exiting a Household
When exiting a household, the option to exit several household members will appear. Click the name of the member(s) you wish to exit. You can select all or just some of the clients to be exited from the enrollment. Once you click Next, the exit screens for the clients you selected will be displayed in sequence for each household member.
Complete the exit screen and click Save & Next at the bottom of the screen to move to the next client's exit screen record. After you complete all the screens for each household member, click Complete to finish the task.
Published: 09/17/2024