Clients Exit Workflow

This article is designed to help guide HMIS users through the basics of exiting clients from their projects using the Clients module of Wellsky Community Services.  This article has been written to generalize the process used by all project types (e.g. shelter, prevention, rapid rehousing) utilizing any assessment type (HUD, Standard, RHY).  Assessment type is determined by FUNDING SOURCE. It is important to know that there will be some nuances to overall data entry based on project type and assessment type.  For additional assistance beyond this workflow article, please contact the ICA Missouri Helpdesk.

Clients Exit

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

Client Search

1. Click Clients and enter the head of household's client ID number or search by the head of household's name
2. Back Date Prompt: change the date to match the date of exit and click Set New Back Date

Client Record

Client Profile

1. Add or update information under Client Profile Additional Information (optional for most projects but may be required for others)
   1. Outreach Information subassesment - required for all street outreach project types
   2. Residence History subassessment
   3. Contact Information subassessment
   4. Emergency Contact subassessment
   5. Client Notes subassessment
      • Note: Client Notes are shared across agencies. Do not add private details about clients in this section!

Entry/Exit

1. Click pencil icon next to the Exit Date Column
2. Complete Exit Data
1. If there is more than one client exiting, check the box next to each additional household member that is exiting the project.
2. 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.
3. Select Reason for Leaving
4. Select Destination 
5. Click Save & Continue
3. Complete ALL assessments that appear - for all household members.  [Some projects will only have the Update Assessment, other projects will also have a Special Needs Assessment, and other projects will have 3+ assessments appearing]
4. Click Save & Exit once all assessments for all household members have been completed.