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How Do I Exit a Client from a Program? (New Clarity Interface)

This article describes how to exit a client or a household from a program enrollment in the new Clarity Human Services interface.

This article is for the new Clarity interface. Screenshots and descriptions will be updated as features are released. For the current interface article, please click this link. 

Video Resources

Click play for a brief overview:

 

Click through for a hands-on experience:

Getting Started

To exit a client from a program, click on the Programs tab on the client navigation menu, click on the program enrollment, and click the Exit tab within the enrollment.

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From within the Exit tab, click the Add icon. Complete the exit screen and then click Save & Next. Click Complete to finish the task.

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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.

Signature Fields on the Exit Screen

If a System Administrator has added a core or custom signature field to the exit screen, users can collect a signature on the exit screen.

  • The field can be signed via a cursor or an electronic signature pad
  • When the user views the field, there is an empty box for the signature and an X icon visible

  • Once a signature is added the checkmark icon appears and the user can apply the signature by clicking the checkmark icon or reset the signature by clicking the X icon

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  • Tooltips show when the user hovers over the checkmark icon (Apply signature) and X icon (Reset signature)
  • Depending on where the user or client is signing, move to the next field on the screen or click Save & Next to save the screen and move forward in their workflow.

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. 

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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.

 

Updated: 12/01/2025